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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 | 2018-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | 10/2016 |
| Transamerica Financial Advisors, Inc | Portland | OR | 09/2018 | Present |
| World Financial Group, Inc. | Portland | OR | 03/2001 | Present |
| Reverse Mortgage North West | Clackamas | OR | 11/2016 | 09/2018 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-08 |
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