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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 | 2026-08-11 |
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 |
|---|---|---|---|---|
| Prime Cpa Llc | Alpharetta | GA | 07/2015 | Present |
| Prime Accounting & Tax Solutions Llc | Alpharetta | GA | 01/2018 | 12/2018 |
| Aprio Lip | Atlanta | GA | 01/2016 | 12/2017 |
| International Investor Services, Inc | Atlanta | GA | 04/2019 | 10/2019 |
| Avantax Advisory Services | Dallas | TX | 08/2024 | 05/2025 |
| Avantax Insurance Agency, Llc | Dallas | TX | 08/2024 | 05/2025 |
| Sk Homes Llc | Alpharetta | GA | 09/2017 | Present |
| Alpine Hcm & Acct Consulting Inc. | Alpharetta | GA | 07/2022 | Present |
| Brenau University | Gainesville | GA | 06/2024 | Present |
| Wfgia | Alpharetta | GA | 03/2026 | Present |
| Transamerica Financial Advisors | Alpharetta | GA | 07/2026 | Present |
| Abel Accounting Services Llc | Alpharetta | GA | 02/2025 | 12/2025 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Brenau University Investment Related? No 500 Washington Street SE | Gainesville, GA 30501 Adjunct faculty Start date 6/2024 0 hours per month. 2.) Alpine HCM & Acct. Consulting, Inc. Investment Related? No 2300 Lakeview Pkwy. | Suite 700 | Alpharetta, GA 30009 CEO Start date 7/2022 0 hours per month. 3.) SK Homes Investment related? No 535 Weatherend Court | Johns Creek, GA 30022 Managing Partner Start date 9/2017 1 hour per month, <1 hour per day during trading. 4.) Prime CPA LLC Investment related? No 2300 Lakeview Pkwy. | Suite 700 | Alpharetta, GA 30009 President Start date 7/2015 130 hours per month, all during trading.
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