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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
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 | Norcross | GA | 04/2021 | Present |
| World Financial Group, Inc. | Norcross | GA | 02/2018 | Present |
| Republic Finance | Baton Rouge | LA | 08/2016 | 09/2018 |
| United Healthcare Golden Rule Insurance Company | Indianapolis | IN | 06/2020 | 02/2026 |
| Jar Insurance | Cerritos | CA | 09/2020 | Present |
| Lspn Pro, Llc. | Lindon | UT | 01/2021 | Present |
| Keystone Advsiors | Houston | TX | 04/2024 | 02/2026 |
| Wsb Flight Team Llc | Duluth | GA | 04/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). LSPN PRO, LLC.|NOT INVESTMENT RELATED|100 N STATE ST., STE B. LINDON, UT 84042|ESTATE PLANNING SERVICES|INDEPENDENT REP|01.01.21|5 HRS A MONTH|1 HR DURING SECURITIES TRADING|CLIENT COMMUNICATIONS, MARKETING, AND REFERRING POTENTIAL CLIENTS Jar insurance / 0920-present/ Investment Related: No /17215 Studebaker Road, Suite 390 Cerritos, CA 90703 / Healthcare Specialist / Medicare Sales/ Hrs. Work Monthly: 30 / Sec Trading Hrs: 1 / No daily activities. I work with them during the enrollment months. In my current client base, people always refer me to their parents or grandparents to explain Medicare to them and help with any services they may need. WSB FLIGHT TEAM LLC POSITION: Owner NATURE: Admin Services INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 04/03/2025 ADDRESS: 4112 DIVOT WAY, DULUTH GA 30097, United States DESCRIPTION: I utilize a virtual assistant to help me organize my life only business and help me with marketing This LLC is only for pass through purposes and to help me with taxes for my business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-29 |
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