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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-03 |
| NJ | RA | APPROVED | 2025-01-03 |
| PR | RA | APPROVED | 2017-03-23 |
| GA | RA | APPROVED | 2012-01-06 |
| NC | RA | APPROVED | 2012-01-06 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Wfgia | Duluth | GA | 06/2001 | Present |
| Simple Truths | Dundee | IL | 10/2004 | Present |
| Heart Property Mgt | Duluth | GA | 05/2006 | Present |
| Heart Media, Llc | Duluth | GA | 02/2011 | Present |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2012 | Present |
| Wealthwave, Llc | Johns Creek | GA | 08/2014 | Present |
| How Money Works, Llc | Johns Creek | GA | 12/2018 | Present |
| How Money Works Book | Johns Creek | GA | 08/2019 | Present |
| Wealthwave Media, Llc | Johns Creek | GA | 12/2022 | Present |
| Money Book, Llc | Alpharetta | GA | 12/2018 | Present |
| Wealthwave Insurance Agency Llc | Alpharetta | GA | 03/2026 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc., The Wealth Wave is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. Heart Property Management | 05/2006 | Duluth, GA | Manager | investment related Wealthwave Media LLC | 12/2022 | Johns Creek, Ga | investment related | Single Member/Manager | Creating financial literacy education and marketing pieces. WEALTHWAVE, LLC; 08/09/2014;Yes INV RELATED; MANAGER, PRESIDENT; 6475 EAST JOHNS CROSSING, JOHNS CREEK, GA 30097; CO-BRAND FOR WFG HIERARCHY, OFFERING MARKETING CONCEPTS TO ENTIRE HIERARCHY. WEALTHWAVE CAMPAIGNS WILL ALLOW THE MEMBERS TO HAVE A PERSONAL WEBSITE AND EMAIL. ALSO, WEALTHWAVE.COM; 20 HRS/MO; 2 TRADING; MARKETING. How Money Works, LLC / 1218-Present/ Investment Related: No/ 6475 East Johns Crossing Johns Creek, GA 30097 / Member-Manager /Financial Education/ / hrs work monthly: 20/ Sec trading hrs: 1/ Preparing and writing educational materials; Overseeing day to day operations Heart Media LLC/ 0211-Present / Investment Related: No /6475 East Johns Crossing Duluth, GA 30097/Sole Member - President / property management / Hrs Work Monthly: / Sec Trading Hrs: / Invoicing tenants; property management HOW MONEY WORKS BOOK /emp dates: 0819 TO PRESENT/ INVESTMENT RELATED: NO /address: 6475 EAST JOHN CROSSING JOHNS CREEK, GA 30097/ position: AUTHOR / nature of business: THIS IS A BOOK. I AM THE AUTHOR. THE BOOK WILL BE SOLD THROUGH HOW MONEY WORKS LLC WHICH HAS ALREADY BEEN DISCLOSED/hrs work monthly: 5/Sec trading hrs: 1/ duties: WRITING- MOST OF THIS HAS BEEN DONE WEALTHWAVE MEDIA, LLC POSITION: Single Member/Manager NATURE: Media Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2022 ADDRESS: 6475 East Johns Xing, Johns Creek GA 30097, United States DESCRIPTION: Creating Financial Literacy Education and marketing pieces MONEY BOOK, LLC \ POSITION: Member-Manager NATURE: Book sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 3030 Royal Blvd S, Suite 200, Alpharetta GA 30022 \ DESCRIPTION: There are no daily activities SIMPLE TRUTHS / 1004-Present / Investment Related: Y / DUNDEE, IL/ Writer / Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / WRITING A GIFT BOOK WEALTHWAVE INSURANCE AGENCY LLC POSITION: Member Manager NATURE: Group Health, Group Life and Medicare Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2026 ADDRESS: 190 BLUEGRASS VALLEY PKWY, ALPHARETTA GA 30005-0000, United States DESCRIPTION: Administrative Tasks
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-01 |
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