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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-11-07 |
| GA | RA | APPROVED | 2012-01-06 |
| TX | RA | APPROVED | 2012-01-06 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wfgia | Johns Creek | GA | 06/2001 | Present |
| Transamerica Financial Advisors, Llc | Johns Creek | GA | 01/2012 | Present |
| Dinsmore Group | Cumming | GA | 07/2013 | Present |
| Net Law | Louisville | KY | 04/2019 | Present |
| Wealthwave | Johns Creek | GA | 01/2016 | Present |
| Our Lady Of The Mountains Catholic Church Finance Committee | Jasper | GA | 10/2025 | Present |
| Our Lady Of The Mountains Roman Catholic Church | Jasper | GA | 10/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC NET LAW/NO/12910 SHELBYVILLE RD, LOUISVILLE, KY 40243/ONLINE WILLS/INDEPENDENT CONTRACTOR /04/01/2019/2/0/SALES DINSMORE GROUP, NON-INVESTMENT RELATED, 566 PEACHTREE PARKWAY, CUMMING, GA 30041, REAL ESTATE SALES, REFERRAL SOURCE, START 7/1/2013, 4 HRS/MO OUR LADY OF THE MOUNTAINS ROMAN CATHOLIC CHURCH POSITION: Committee member NATURE: Church Finance Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 1908 Waleska Hwy 108, Jasper GA 30143, United States DESCRIPTION: Assistance to the pastor. I will not have individual check writing authority. I will not make bank deposits or withdrawals for the church. I will not have individual check writing authority. I will not have any involvement in investment review and investment decisions for the church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-10 |
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