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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 | 2025-11-05 |
| GA | RA | APPROVED | 2025-08-27 |
Branch Locations
1770 Indian Trail Lilburn Rd. Suite 400, Norcross, GA 30093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 01/2016 | 11/2022 |
| World Financial Group, Inc. | Alpharetta | GA | 09/2015 | 02/2023 |
| Att | Atlanta | GA | 10/1994 | 07/2020 |
| Medishare | Acworth | GA | 09/2020 | 12/2022 |
| Verizon Communications | Alpharetta | GA | 09/2020 | 12/2021 |
| Artec It Solutions | Atlanta | GA | 11/2021 | 12/2022 |
| Intuit | Mountain View | CA | 12/2021 | 04/2025 |
| Hewlett Packard Enterprises | Alpharetta | GA | 02/2022 | 11/2022 |
| Innovation Partners Llc | Charlotte | NC | 11/2022 | 11/2023 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 11/2022 | 02/2024 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2024 | 07/2024 |
| Allstate Financial Services | Alpharetta | GA | 09/2024 | 07/2025 |
| Mark Salmon Llc | Alpharetta | GA | 01/2017 | Present |
| World Financial Group | Norcross | GA | 08/2025 | Present |
| Warner Brothers-Discovery Inc | Atlanta | GA | 06/2025 | Present |
| Transamerica Financial Advisors | Norcross | GA | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. 1) Warner Discovery Investment Related: NO 1050 Techwood Drive | Atlanta, GA 30318 Movie & TV programming company. Network Engineer Start date 6/2025 2) Mark Salmon LLC Investment Related: NO 635 Peace Creek Trace | Alpharetta, GA 30005 Tax preparation service Owner/sole member of the LLC Start date 1/2017 40 hours per month, 20 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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