Best Investors Account Sign in
Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • DC RA
    APPROVED
    Since 2025-01-03
  • NJ RA
    APPROVED
    Since 2025-01-03
  • PR RA
    APPROVED
    Since 2017-03-23
  • GA RA
    APPROVED
    Since 2012-01-06
  • NC RA
    APPROVED
    Since 2012-01-06
  • TX RA
    APPROVED_RES
    Since 2012-01-06

Branch Locations

190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2001 → Present
    Wfgia
    Duluth, GA
  • 10/2004 → Present
    Simple Truths
    Dundee, IL
  • 05/2006 → Present
    Heart Property Mgt
    Duluth, GA
  • 02/2011 → Present
    Heart Media, Llc
    Duluth, GA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Johns Creek, GA
  • 08/2014 → Present
    Wealthwave, Llc
    Johns Creek, GA
  • 12/2018 → Present
    How Money Works, Llc
    Johns Creek, GA
  • 08/2019 → Present
    How Money Works Book
    Johns Creek, GA
  • 12/2022 → Present
    Wealthwave Media, Llc
    Johns Creek, GA
  • 12/2018 → Present
    Money Book, Llc
    Alpharetta, GA
  • 03/2026 → Present
    Wealthwave Insurance Agency Llc
    Alpharetta, GA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-07
S63 Uniform Securities Agent State Law Examination 1983-11-01
  • S65 Uniform Investment Adviser Law Examination
    2005-11-07
  • S63 Uniform Securities Agent State Law Examination
    1983-11-01
Other Names
  • Matthews Thomas R Jr
  • Thomas Richard Mathews

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor