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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-22 |
Branch Locations
303 Peachtree Street 2Nd Floor, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 02/2015 | 10/2025 |
| Wfgia | Cedar Rapids | IA | 01/2015 | 10/2025 |
| Harry Ken Properties, Llc | Lawrenceville | GA | 06/2018 | 04/2022 |
| Dlm Holding Group Llc | Lawrenceville | GA | 01/2020 | 04/2022 |
| Truist Investment Services, Inc | Atlanta | GA | 10/2025 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-27 |
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