Best Investors Account Sign in
Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-16
GA RA APPROVED 2012-01-06
  • TX RA
    APPROVED_RES
    Since 2024-07-16
  • GA RA
    APPROVED
    Since 2012-01-06

Branch Locations

190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jade Law Offices Of Kim Scouller Johns Creek GA 08/2010 01/2017
Wfgia Alpharetta GA 11/2010 Present
Transamerica Financial Advisors Alpharetta GA 01/2012 Present
Aleece Ackerman, Attorney At Law Johns Creek GA 01/2017 01/2022
College Loan Freedom Henderson NV 02/2019 12/2024
Legal Shield Pre-Paid Way OK 08/2019 12/2024
Netlaw Louisville KY 10/2020 Present
Shafritz & Dean, Attorneys At Law Atlanta GA 11/2020 Present
Debt America Santa Ana CA 02/2021 03/2022
Aleece A. Kardon, Attorney At Law Johns Creek GA 01/2022 Present
Wealthwave Johns Creek GA 10/2021 Present
Wealthwave Alpharetta GA 01/2016 12/2024
The Legacy Planning Group Llc Alpharetta GA 01/2024 Present
Aak Group, Llc Alpharetta GA 10/2024 Present
  • 08/2010 → 01/2017
    Jade Law Offices Of Kim Scouller
    Johns Creek, GA
  • 11/2010 → Present
    Wfgia
    Alpharetta, GA
  • 01/2012 → Present
    Transamerica Financial Advisors
    Alpharetta, GA
  • 01/2017 → 01/2022
    Aleece Ackerman, Attorney At Law
    Johns Creek, GA
  • 02/2019 → 12/2024
    College Loan Freedom
    Henderson, NV
  • 08/2019 → 12/2024
    Legal Shield
    Pre-Paid Way, OK
  • 10/2020 → Present
    Netlaw
    Louisville, KY
  • 11/2020 → Present
    Shafritz & Dean, Attorneys At Law
    Atlanta, GA
  • 02/2021 → 03/2022
    Debt America
    Santa Ana, CA
  • 01/2022 → Present
    Aleece A. Kardon, Attorney At Law
    Johns Creek, GA
  • 10/2021 → Present
    Wealthwave
    Johns Creek, GA
  • 01/2016 → 12/2024
    Wealthwave
    Alpharetta, GA
  • 01/2024 → Present
    The Legacy Planning Group Llc
    Alpharetta, GA
  • 10/2024 → Present
    Aak Group, Llc
    Alpharetta, GA
Previous Registrations
  • 2011-02-25 → 2012-01-06
    Investment Advisors International, Inc.
    Duluth, GA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Wealthwave | 10/2021 | Marketing | WFGIA Co-Brand Company | yes - investment related | Johns Creek, GA Aleece A. Kardon, Attorney at Law / 0122-Present / Investment Related: No / 6475 East Johns Crossing Johns Creek, GA 30097 / Owner / Legal Practice / Hrs. Work Monthly: 20 / Sec Trading Hrs: 2 / Preparing Willis, Trusts, and Power of Attorney Shafritz & Dean, Attorney at Law / 1120-Present / Investment Related: No / 5825 Glenridge Drive, Bldg. 2, Suite 102 Atlanta, GA 30328 / Attorney / Real Estate Closing / Hrs Work Monthly: 10 / Sec Trading Hrs: 1 / Conducting residential real estate closings. NETLAW|NOT INVESTMENT RELATED|12910 SHELBYVILLE RD, SUITE 124. LOUISVILLE, KY 40243|LEGAL SERVICES|AGENT|10.23.2020|2 HOURS A MONTH|0 HOUR DURING SECURITIES TRADING|I MAY USE THEM TO HELP SETUP TRUSTS AND FOR OUT OF STATE CLIENTS THAT I CANNOT HANDLE THROUGH MY LEGAL PRACTICE. THE LEGACY PLANNING GROUP LLC POSITION: orgaziner NATURE: none INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2024 ADDRESS: 910 Crofters Pass, Alpharetta GA 30022, United States DESCRIPTION: none other than for tax filing purposes as per my CPA AAK GROUP, LLC POSITION: orgaziner NATURE: none INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2024 ADDRESS: 910 Crofters Pass, Alpharetta GA 30022, United States DESCRIPTION: none other than for tax filing purposes as per my CPA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-04-16
S65 Uniform Investment Adviser Law Examination 2011-02-03
  • S63 Uniform Securities Agent State Law Examination
    2012-04-16
  • S65 Uniform Investment Adviser Law Examination
    2011-02-03
Other Names
  • Aleece Cheryl Aron
  • Aleece Ackerman
  • Aleece Aron Ackerman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor