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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 | 2014-06-20 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 06/2014 | Present |
| World Financial Group, Inc. | Johns Creek | GA | 10/2013 | Present |
| Tech Gear Usa, Inc. | Suwanee | GA | 11/2013 | 11/2024 |
| Alexander Almand & Bangs, Llp. | Gainesville | GA | 01/2025 | 08/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-31 |
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