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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 | 2026-06-08 |
| SC | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2023-01-18 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kennedy & Associates | Seneca | SC | 08/1995 | Present |
| Wfgia | Alpharetta | GA | 06/2001 | Present |
| Kennedy Rental | Tuttle | OK | 08/2007 | Present |
| Kennedy Computer | Seneca | SC | 05/2007 | 11/2024 |
| Transamerica Financial Advisors, Llc | Alpharetta | GA | 01/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. KENNEDY RENTAL / 0807-Present / Investment Related: No / TUTTLE , OK/ JOINT OWNERSHIP / Rental/ Hrs. Work Monthly:0 / Sec Trading Hrs.: 0/ NA KENNEDY & ASSOCIATES / Emp Dates / Investment Related: No / SENECA, SC / OTHER - OWNER / NA/ Hrs. Work Monthly: 0/ Sec Trading Hrs.:0 / NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-03 |
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