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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 | 2023-02-06 |
| NJ | RA | APPROVED | 2020-11-16 |
| TX | RA | APPROVED_RES | 2019-03-18 |
| NV | RA | APPROVED | 2012-01-06 |
Branch Locations
8875 W. Flamingo Rd. Suite 200, Las Vegas, NV 89147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Las Vegas | NV | 11/2009 | Present |
| Hospitalty Consulting | Las Vegas | NV | 10/2009 | Present |
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 01/2012 | Present |
| Personal Rental Property | Las Vegas | NV | 09/2006 | Present |
| Netlaw Group | Louisville | KY | 10/2020 | Present |
| Champion Health, Inc. | Scottsdale | AZ | 06/2023 | Present |
| Senior Life Insurance Company | Thomasville | GA | 08/2023 | Present |
| Wealthwave | Alpharetta | GA | 01/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." PERSONAL RENTAL PROPERTY, LAS VEGAS, NV, NON INVESTMENT RELATED, START DATE 9/1/2006, OWNER, 4HRS PER MONTH NETLAW / INVESTMENT RELATED: NO / 12910 SHELBYVILLE RD SUITE 1245 LOUISVILLE KY 40243 / HOURS PER MONTH: 2 / HOURS DURING SECURITIES TRADING HOURS: 0 / REFERRAL SOURCE / APPROVED WITH RESTRICTIONS CHAMPION HEALTH, INC. POSITION: Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2023 ADDRESS: 7272 E. Indian School Rd. #540,, Scottsdale AZ 85251, United States DESCRIPTION: The CHAMP Plan[TM] is a self-funded, personalized, clinical preventive healthcare program that has been designed to complement an organization's primary healthcare insurance in such a way that it makes the organization's healthcare coverage highly cost-effective and beneficial in terms of employee retention and satisfaction rates. Agent daily activities and responsibilities include contacting employers regarding the employer/employee benefits that the champ plan offers. (please see the champ plan website... champplan.com for a complete list) One primary feature includes access to a tele-doc. Champ plan is designed to increase the overall health of the employee, ideally reducing urgent care needs and hospital admissions. Agents making contact with the employer will refer the employer to the champ team to provide the services outlined in the plan/assist with acceptance of enrollments. The champ plan DOES NOTREPLACE the company's existing health insurance. It covers things the existing health insurance does not. It is NOT an AFLAC Product. SENIOR LIFE INSURANCE COMPANY POSITION: AGENT NATURE: GROUP LIFE INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: P.O. BOX 2447, THOMASVILLE GA 31799, United States DESCRIPTION: sale of group life policies WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 3030 Royal Blvd S Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand Hospitality Consulting | 10/2009 | Owner | Las Vegas Nevada | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-06 |
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