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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 | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2016-04-06 |
| GA | RA | APPROVED | 2012-08-08 |
Branch Locations
294 South Main St Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Alpharetta | GA | 08/2011 | Present |
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 01/2012 | Present |
| S M Kelley Consulting Group Llc | Cumming | GA | 09/2013 | Present |
| Aliera Healthcare | Atlanta | GA | 11/2018 | 02/2019 |
| Nucore Services And Consulting, Inc. | Cumming | GA | 09/2013 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC S M KELLEY CONSULTING GROUP LLC; NOT INVESTMENT-RELATED; 1370 MOUNTCLAIRE DRIVE, CUMMING, GA 30041; ENGINEER CONSULTING ON TECHNICAL ISSUES; OWNER ENGINEER; 9/15/13; 60 HRS/MONTH; CONSULTING SERVICES NUCORE SERVICES AND CONSULTING, INC. POSITION: OWNER ENGINEER NATURE: Engineering Services and Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2013 ADDRESS: 1370 Mountclaire Drive, CUMMING GA 30041, United States DESCRIPTION: engineering services and consulting related to Instrumentation and controls system in the nuclear industry.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-16 |
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