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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 | 2020-10-26 |
Branch Locations
275 Scientific Drive Suite 2800, Norcross, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-04 |
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