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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2012-01-06 |
Branch Locations
980 John Adams Parkway, Idaho Falls, ID 83401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Idaho Falls | ID | 06/2001 | Present |
| Bell Financial | Idaho Falls | ID | 06/2011 | Present |
| Transamerica Financial Advisors | Idaho Falls | ID | 01/2012 | Present |
| Inclined Associates | Idaho Falls | ID | 02/2014 | Present |
| Club Apple | Idaho Falls | ID | 06/2021 | Present |
| Letrip International | Idaho Falls, | ID | 02/2022 | Present |
| Wealthwave | Idaho Falls | ID | 11/2022 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 11/2022PRESENTWealthWaveIdaho FallsIdahoUnited StatesYesNA LeTrip International / 0222-Present / Investment Related: No / Idaho Falls, ID 83404 / President, VP, Treasurer / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0/ Meet weekly sharing leads-referrals. Currently no financial prof in the group. My participation will fill that sopt, and no other financial professionals will be allowed in this local chapter. Volunteer leadership expected (Pres,VP,Treasurer) Club Apple / 0621-Present / Investment Related: No /2030 Jennie Lee Dr. Idaho Falls, ID 83404 / Spin Instructor / Health & Exercise / Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / Lead, and teach an exercise class on an indoor cycle. INCLINED ASSOCIATES; NOT INVESTMENT RELATED; 1833 E 17TH ST SUITE 2, IDAHO FALLS ID 83404; THIS ENTITY IS USED TO MANAGE OFFICE FEES FOR EXISTING BUSINESS AND ASSOCIATED WORLD FINANCIAL GROUP REPS; OFFICE MANAGER; 02/2014; 4 HRS/MONTH; MANAGING PROCESS AND EXPENDITURES, MANAGING EXPENSES FOR SAID BUSINESS IE, PHONE, LEASE, INTERNET, ETC BELL FINANCIAL/no/1833 E 17th St. Idaho Falls ID 83404/2089324559/LOAN ORIGINATOR/6/2001/Mortgage loan organization/
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-20 |
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