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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 | 2023-09-18 |
Branch Locations
3805 Crestwood Pkwy Suite 529, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Marietta | GA | 10/2012 | 02/2022 |
| Transamerica Financial Advisors, Inc | Duluth | GA | 09/2023 | Present |
| World Financial Group, Inc. | Duluth | GA | 04/2022 | Present |
| Jp Morgan Chase | Marietta | GA | 12/2009 | 04/2022 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-06 |
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