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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 | 2017-02-03 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Alpharetta | GA | 05/2004 | Present |
| Aflac | Duluth | GA | 08/2007 | 06/2020 |
| Assurance Health | Duluth | GA | 06/2006 | 06/2024 |
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 01/2012 | 12/2016 |
| Zion Missionary Baptist Church | Roswell | GA | 01/2006 | Present |
| Transamerica Financial Advisors, Inc. | Johns Creek | GA | 02/2017 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ZION MISSIONARY BAPTIST CHURCH. NOT INVESTMENT RELATED. 888 ZION CIRCLE, ROSWELL, GA; POSITION: PASTOR; 1/2006; 100 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-22 |
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