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
GA RA APPROVED 2026-07-01
  • GA RA
    APPROVED
    Since 2026-07-01

Branch Locations

1770 Indian Trail Lilburn Rd. Suite 400, Norcross, GA 30093 • 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
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
  • 04/2021 → Present
    Transamerica Financial Advisors, Inc
    Norcross, GA
  • 02/2018 → Present
    World Financial Group, Inc.
    Norcross, GA
  • 08/2016 → 09/2018
    Republic Finance
    Baton Rouge, LA
  • 06/2020 → 02/2026
    United Healthcare Golden Rule Insurance Company
    Indianapolis, IN
  • 09/2020 → Present
    Jar Insurance
    Cerritos, CA
  • 01/2021 → Present
    Lspn Pro, Llc.
    Lindon, UT
  • 04/2024 → 02/2026
    Keystone Advsiors
    Houston, TX
  • 04/2025 → Present
    Wsb Flight Team Llc
    Duluth, GA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2021-06-29
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2021-06-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Norcross, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor