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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-08-23 |
| GA | RA | APPROVED | 2021-06-25 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Atlanta | GA | 07/2014 | 03/2017 |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 06/2021 | Present |
| Wfgia | Johns Creek | GA | 04/2021 | Present |
| Mml Invetors Services Llc | Peachtree Corners | GA | 07/2016 | 06/2021 |
| Metlife Securities Inc | Sandy Springs | GA | 07/2014 | 03/2017 |
| Best Accounting Amp; Tax Solutions Llc | Duluth | GA | 04/2021 | Present |
| Joyce Ghu | Peachtree Corners | GA | 07/2016 | Present |
| Pinnacle Glen Townhome Hoa Board | Alpharetta | GA | 04/2020 | 12/2021 |
| Asian Cultural Empowerment Corp | Norcross | GA | 02/2022 | 04/2025 |
| Korean American Society Of Certified Public Accountants Of Great | Duluth | GA | 02/2022 | 12/2023 |
| Netlaw.COm | Louisville | KY | 08/2022 | Present |
| Polytech Fibers Llc | Chatsworth | GA | 06/2023 | 09/2023 |
| Virtues Of Aging Professionals Inc | Atlanta | GA | 09/2023 | Present |
| Polytech Fibers Llc | Chatsworth | GA | 01/2024 | Present |
| Coalition For Asian Cultural Awareness Inc | Norcross | GA | 10/2023 | 04/2025 |
| Highcroft Homeowners Association Board Member | Atlanta | GA | 09/2024 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc BEST ACCOUNTING amp; TAX SOLUTIONS LLC/Investment Related - No/3575 KOGER BLVD STE 100 DULUTH, GA 30096 /TAX amp; ACCOUNTING FIRM/MANAGING PARTNER/01.2018/110/50/I OVERSEE THE OPERATION, PROVIDE GUIDANCE TO EMPLOYEES, AND CONSULT CLIENTS. JOYCE GHU/Investment Related - No/3720 DAVINCI COURT STE 150 PEACHTREE CORNERS, GA 30092 TEL: 770-570-2843/I SELL FIXED INSURANCE PRODUCTS THROUGH THIS OBA: GROUP HEALTH INSURANCE, FIXED LIFE, DISABILITY INCOME, LONG TERM CARE, FIXED ANNUITY PRODUCTS./INSURANCE AGENT/07.2016/10/0/I SELL FIXED INSURANCE PRODUCTS. NETLAW.COM POSITION: Investment Advisor Representative NATURE: online legal service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: 12910 Shelbyville road, Ste 124, Louisville KY 40243, United States DESCRIPTION: WFG currently has a relationship with this vendor, Netlaw. VIRTUES OF AGING PROFESSIONALS INC POSITION: TREASURER NATURE: BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2023 ADDRESS: 1865 MERCEDES CT NE, ATLANTA GA 30345, United States DESCRIPTION: I DO BOOKKEEPING OF THIS NON-PROFIT ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-20 |
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