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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
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

7421 Sw Bridgeport Rd, Portland, OR 97224 • 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
World Financial Group, Inc. Portland OR 06/2001 Present
Senior Medicare Health Care Plans Multnomah County OR 03/2010 Present
Integrated Benefits Inc Charleston WV 02/2007 12/2016
Transamerica Financial Advisors, Inc Portland OR 01/2012 Present
Pompel Family Llc Gresham OR 01/2012 Present
Wealthwave Alpharetta GA 05/2024 Present
Metro East Web Academy Gresham OR 09/2024 Present
  • 06/2001 → Present
    World Financial Group, Inc.
    Portland, OR
  • 03/2010 → Present
    Senior Medicare Health Care Plans
    Multnomah County, OR
  • 02/2007 → 12/2016
    Integrated Benefits Inc
    Charleston, WV
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Portland, OR
  • 01/2012 → Present
    Pompel Family Llc
    Gresham, OR
  • 05/2024 → Present
    Wealthwave
    Alpharetta, GA
  • 09/2024 → Present
    Metro East Web Academy
    Gresham, OR
Previous Registrations
  • 2011-12-14 → 2012-01-06
    Investment Advisors International, Inc.
    Portland, OR
Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. (TFA). POMPEL FAMILY LLC; NOT INVESTMENT RELATED; MILE POST 21 SILETZ RIVER HWY, PO BOX 217, GRESHAM OR 97030; FAMILY PROPERTY USED FOR RECREATION AND HUNTING; FAMILY MEMBER; 1/2012; PARTNER IN MAINTENANCE AND RECREATION USE SENIOR MEDICARE HEALTH CARE PLANS/NO/INDEPENDANT REP / Multnomah County OREGON / EXPLAIN MEDICARE HEALTH PLANS OPTIONS ANSWER QUESTIONS AND HELP SELECT APPROPRIATE PLAN / 30/ 40/ METRO EAST WEB ACADEMY POSITION: Board Member NATURE: It is a public school k-12 INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 09/30/2024 ADDRESS: 50 NW 5th St, Gresham OR 97030, United States DESCRIPTION: As board member, we monitor the school programs and processes and give feedback to the staff. WEALTHWAVE POSITION: RepresentativeNATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/06/2024 ADDRESS: 3030 Royal Blvd S Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-17
S63 Uniform Securities Agent State Law Examination 2000-09-27
  • S65 Uniform Investment Adviser Law Examination
    2011-08-17
  • S63 Uniform Securities Agent State Law Examination
    2000-09-27

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