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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED_RES | 2015-12-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Portland | OR | 04/2002 | Present |
| Lfs, Llc | Portland | OR | 01/1998 | Present |
| Various Rental Properties | Aloha | OR | 12/2009 | Present |
| Di Broker | Lake Oswego | OR | 12/2009 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Netlaw, Inc. | Louisville | KY | 01/2017 | Present |
| Di Broker West | Tualatin | OR | 01/2009 | Present |
| Marker Ranch And Vineyard | Alvord | TX | 04/2022 | Present |
| Wealthwave | Portland | OR | 01/2016 | Present |
| Combined Benefits United | Hallowell | ME | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WealthWavePortlandOregonUnited StatesYesNone 01/2016PRESENT Marker Ranch and Vineyard/ 0422-Present / Investment Related: No / 1484 CO Rd. 2585 Alvord, TX 76225 / Server / Ranch and winery / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0/ I greet guest and serve. Netlaw, Inc. / 0117-present / INVESTMENT RELATED: NO /12910 Shelbyville Road, suite 124 Louisville, KY 40243/ Agent / Estate Planning / hrs work monthly: 1 / Sec trading hrs: 1 / Referral only /approved with restrictions DI BROKER WEST/NO/8100 SW NYBERT ST #220 TUALATIN OR 97062/01/01/2009/CONTRACTOR/DISABILITY INSURANCE/1/0/DUTIES AS NEEDED/APPROVED WITH RESTRICTIONS LFS (Lifestyle Financial Strategies, INC), LLC/yes/Portland, OR/01-1998/OWNER-PRESIDENT/THIS IS A PASSTHROUGH ENTITY FOR TAX PURPOSES VARIOUS RENTAL PROPERTIES/NO/7905 SW 184TH AVE ALOHA,OR 97007/PART OWNER OF RENTAL HOUSES/RESPONISBLE FOR COLLECTING RENTS,MAINTAINING PROPORTIES, PAYING BILLS COMBINED BENEFITS UNITED POSITION: Independent Agent NATURE: Medicare Support Sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: 77 Water Street, Hallowell ME 04347, United States DESCRIPTION: Helping interested parties enroll in a Medicare plan of their choice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-24 |
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