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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 | 2021-01-08 |
| GA | RA | APPROVED | 2018-10-12 |
Branch Locations
294 South Main St Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 11/2017 | Present |
| Wfgia | Alpharetta | GA | 11/2013 | Present |
| At&T Services Inc | Alpharetta | GA | 01/2004 | 07/2020 |
| Kptech Llc | Suwanee | GA | 01/2008 | 12/2018 |
| Kptech Llc | Suwanee | GA | 01/2008 | Present |
| Health Insurance | Suwanee | GA | 01/2018 | Present |
| Real Estate | Suwanee | GA | 07/2017 | Present |
| At&T Inc. | Atlanta | GA | 12/2021 | Present |
| Property And Casuality Insurance | Suwanee | GA | 11/2022 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc AT&T INC.|NOT INVESTMENT RELATED|2180 LAKE BLVD NE|ATLANTA, GA 30319|TELECOM SERVICES|PMTS (PRINCIPAL ENGINEER)|12.29.21|160 HRS A MONTH|8 HRS DURING SECURITIES TRADING|TECHNICAL CONSULTANCY AND SOLUTION OF THE NETWORK ARCHITECTURE. Real Estate / 0717-Present / Investment Related: No /3480 Dalwood Dr. Suwanee, GA 30024 / Suwanee, GA 30024 / Owner / Rental Property / Hrs. Work Monthly: 1 / Sec Trading Hrs.: 0 / Only lease contract new or renewal for lease Health Insurance / 0118-Present/ Investment-Related: No/ 3975 Lakefield Ct #102 Suwanee, GA 30024 / Agent / Health insurance sales / Hrs Worked Monthly: 5 / Sec Trading Hrs: 0 / Health Insurance KPTech LLC / 0108-Present / Investment-Related: No/ Lakefield Ct #102 Suwanee, GA 30024 / Member/ This is a pass-through company for Tax purpose. / Hrs Worked Monthly: 15 / Sec Trading Hrs: 0 / not active, using Kptech LLC as pass through management LLC PROPERTY AND CASUALITY INSURANCE POSITION: Producer NATURE: Property and Casuality Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 11/06/2022 ADDRESS: 3480 DALWOOD DR, SUWANEE GA 30024, United States DESCRIPTION: Will provide Property and Casuality insurance to Individual and Business/Commercial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-26 |
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