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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 | 2012-01-06 |
| TX | RA | APPROVED_RES | 2012-01-06 |
| WA | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lawton Sweitzer, Inc. | Portland | OR | 02/1972 | Present |
| World Financial Group | Portland | OR | 06/2001 | Present |
| Sweitzer Alpaca Farms, Inc | Camas | WA | 01/2000 | 10/2025 |
| Washington Hardwoods Commissions | Camas | WA | 01/1991 | Present |
| Western Pallet Association | Camas | WA | 01/2000 | 11/2024 |
| Western Hardwood Association | Camas | WA | 01/1975 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 01/1991PRESENTWASHINGTON HARDWOODS COMMISSIONSCAMASWashingtonUnited StatesYesEXECUTIVE DIRECTOR 01/1975PRESENTWESTERN HARDWOOD ASSOCIATIONCAMASWashingtonUnited StatesYesMANAGER 02/1972PRESENTLAWTON SWEITZER, INC.PORTLANDOregonUnited StatesYesPRESIDENT - PRESIDENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-13 |
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