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Current Employers
Transamerica Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-10-26
  • GA RA
    APPROVED
    Since 2020-10-26

Branch Locations

275 Scientific Drive Suite 2800, Norcross, GA 30092 • 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
Transamerica Financial Advisors, Llc Norcross GA 01/2018 Present
Wfgia Norcross GA 11/2012 Present
Sage Software Lawrenceville GA 02/2002 Present
Real Estate Rental (Self Employment) Suwanee GA 07/2012 Present
Execusource, Llc Atlanta GA 04/2026 Present
  • 01/2018 → Present
    Norcross, GA
  • 11/2012 → Present
    Wfgia
    Norcross, GA
  • 02/2002 → Present
    Sage Software
    Lawrenceville, GA
  • 07/2012 → Present
    Real Estate Rental (Self Employment)
    Suwanee, GA
  • 04/2026 → Present
    Execusource, Llc
    Atlanta, GA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc SAGE SOFTWARE/Investment Related - No/1715 North Brown Road, Building A, Lawrenceville, GA 30043 678-280-5000/Manufacture of business software/Manager, Network Services/04.2002/160/160/Building and managing data communication network that support applications used by employees or customers REAL ESTATE RENTAL (SELF EMPLOYMENT)/Investment Related - Yes/115 Alvord Ct, Suwanee, GA 30024 678-488-8874/Real estate rental/Owner/07.2012/12/12/Find tenant, collect rent, property maintenance EXECUSOURCE, LLC POSITION: Principal Network Engineer NATURE: IT Professional Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 04/13/2026 ADDRESS: 1100 Abernathy Road NE, Building 500 Suite 100, Atlanta GA 30328, United States DESCRIPTION: I am responsible for design, deployment, monitoring and maintenance of data network for customer of ExecuSource.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-05
S63 Uniform Securities Agent State Law Examination 2018-02-04
  • S65 Uniform Investment Adviser Law Examination
    2020-10-05
  • S63 Uniform Securities Agent State Law Examination
    2018-02-04
Other Names
  • William Ma

View on SEC IAPD

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