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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 | 2026-01-09 |
| GA | RA | APPROVED | 2021-02-01 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 09/2020 | Present |
| Wfgia | Alpharetta | GA | 01/2018 | Present |
| Homemaker | Collierville | TN | 10/2012 | 12/2017 |
| Ttec | Hopkinsville | KY | 08/2020 | 12/2020 |
| Debtmerica | Santa Ana | CA | 04/2021 | 03/2022 |
| Legacy Shield Solutions Inc. | Jacksonville | FL | 04/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 05/2021 | Present |
| Redfin Corporation | Seattle | WA | 03/2022 | Present |
| Rental Income | Roswell | GA | 12/2021 | Present |
"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." LSPN Pro, LLC / 0521-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Agent / Estate Planning Services / Hrs. Work Monthly: 4 / Sec Trading Hrs.: 0 / Client communications, Marketing, and referring potential clients Legacy Shield Solutions Inc. / 0421-Present / Investment Related: No / 100 Executive Way #105, Jacksonville, FL 32082 / Agent / Provides wills and trusts/ Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / If legacy planning is needed for the family then I will refer them to Legacyshield REDFIN CORPORATION / INVESTMENT RELATED - YES / 1099 Stewart St Suite 600, SEATTLE, WA 98101 / ASSOCIATE AGENT - I WILL BE AN INDEPENDENT AGENT RESPONSIBLE ONLY TO SHOW HOUSES, AND PERFORM OTHER MISCELLANEOUS ACTIVITY AS REQUIRED BY REDFIN AS ATTENDING OPEN HOUSE, INSPECTIONS / HOURS PER MONTH 15 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS RENTAL INCOME POSITION: co-owner of the property NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 527 Warm Springs Circle, Roswell GA 30075, United States DESCRIPTION: Its our second home in GA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
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