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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 | 2012-01-06 |
| OH | RA | APPROVED | 2012-01-06 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Alpharetta | GA | 09/2008 | Present |
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 01/2012 | Present |
| Bk Tool & Design | Kalida | OH | 12/2013 | Present |
"Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." BK TOOL & DESIGN; NOT INVESTMENT RELATED; 480 WEST MAIN STREET, PO BOX 416; KALIDA OH 45853; METAL FABRICATION, PARTS TOOLING, ASSEMBLY AND DESIGN OF ROBOTIC WORK STATIONS; MATERIALS HANDLING ASSOCIATE; 12/2013; 160 HRS/MONTH; ASSISTING WITH CUTTING OF STEEL TO REQUIRED SIZES, MILLING TOOLS AND METAL, ASSEMBLY WORK, WELDING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-04 |
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