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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-04 |
| GA | RA | APPROVED | 2012-01-06 |
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 |
|---|---|---|---|---|
| World Financial Group, Inc. | Duluth | GA | 02/2010 | Present |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2012 | Present |
| Strategic Property Buyers Of America | Grayson | GA | 04/2017 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Strategic Property Buyers of America/No/2425 Lakemeadow Lane/Grayson/GA/30017/Purchase discounted residential properties with cash and whole sell them to investors for a profit/Owner/04.01.2017/8/0/On a weekly basis I will respond to emails from agents that have located discounted properties. I will check to make sure a property meets my equity standards, low crime rate neighborhood and free of code violations. If everything checks out I will take the steps to purchase the property and eventually sell the property to a home owner or investor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-05 |
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