KG
Kenan A. Godfrey
TRANSAMERICA FINANCIAL ADVISORS
Macon, GA 31204
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CRD#: 4737840
KG
Professional summary
Kenan Anderson Godfrey is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Macon, Georgia.
Kenan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Kenan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Legacy Shield / 0521-Present / Investment Related: No / One Pre-Paid Way Ada, OK 74820 /Broker / Legal Insurance / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / Market legal insurance plans. St. Joseph Catholic School / 0521-Present / Investment Related: No / 905 High Street Macon, GA 31201/ School Advisory Board/ An Elementary School / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / I will serve on the marketing committee. Activities include attending monthly meetings to direct market to promote the school. College Loan Freedom / 0720-Present / Investment Related: No / 129 W. Lake Mead Parkway, #19 Henderson, NV 89015 / Referral / Student Loan Forgiveness / Hrs Work Monthly: .5 / Sec Trading Hrs: 0 / Occasional referral, override of agent using the program. Net Law Group, Inc. / 0614-present / INVESTMENT RELATED: NO /12910 Shelbyville Road suite 124, Louisville, KY 40243 /Referral Partner/ Estate Plans/ hrs work monthly: 1 / Sec trading hrs: 0 / Refer services as needed to clients LSPN PRO LLC POSITION: administrative tasker NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2023 ADDRESS: 100 N. STATE STREET, STE B, Lindon UT 84042, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. KNIGHTS OF COLUMBUS \ POSITION: Deputy Grand Knight NATURE: Charitable service INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2024 ADDRESS: 538 High Place, Macon GA 31201 \ DESCRIPTION: Support the Grand Knight and the council with leadership in meetings. 0962170 B.C. LTD. DBA POKECHEST POSITION: Operator NATURE: Pokemon Trading Card Game Vending Machine INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 260-4611 Viking Way, Richmond British Columbia V6V 2K9 , Canada DESCRIPTION: Weekly, refill the vending machine at the assigned location. CHAMPION HEALTH, INC. POSITION: Agent NATURE: CHI offers CHI Products and services to cover healthcare expenses, administrative services, and other healthcare and support services through a membership plan ("Champ Plan"). INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 7272 E Indian School Rd, Suite 540, Scottsdale AZ 85251, United States DESCRIPTION: AGENT DUTIES Obtain and maintain an active Health Insurance License in the State where Agent resides. DEAL.AI, INC. POSITION: Reseller NATURE: SAAS AI tools INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 2222 Ponce de Leon Blvd, Miami FL 33134, United States DESCRIPTION: White label SAAS AI tools for resell to consumers.
CRS (Client Relationship Summary) - RIA
Click below to view Kenan Anderson Godfrey's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kenan Anderson Godfrey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2019 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 2218 Ingleside Ave, Macon, GA 31204RIA
BD
CRD#: 16164
Macon, GA
Current
January 8, 2019 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 2218 Ingleside Ave, Macon, GA 31204RIA
BD
CRD#: 16164
Macon, GA
Past
January 4, 2018 - December 3, 2018
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
MACON, GA
Past
October 27, 2017 - December 3, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MACON, GA
Past
August 2, 2013 - September 21, 2017
RETIREMENT PLAN ADVISORS, LLC
RIA
CRD#: 122758
JACKSONVILLE, FL
Past
May 1, 2013 - October 9, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Macon, GA
Past
January 2, 2013 - April 19, 2013
MML DISTRIBUTORS, LLC
BD
CRD#: 38030
JACKSONVILLE, FL
Past
January 1, 2009 - January 2, 2013
TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.
BD
CRD#: 37819
JACKSONVILLE, FL
Past
December 17, 2003 - January 1, 2009
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(3/6/2025)
RR
Florida(2/28/2019)
RR
Georgia(1/8/2019)
IAR
Georgia(1/9/2019)
RR
Tennessee(6/28/2024)
RR
Texas(2/19/2019)
IAR
Texas(2/22/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
