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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 APPROVED 2012-01-06
  • OR RA
    APPROVED
    Since 2012-01-06

Branch Locations

7421 Sw Bridgeport Rd, Portland, OR 97224 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfgia Portland OR 06/2001 Present
Md'S Llc Portland OR 05/2011 Present
Transamerica Financial Advisors, Inc Portland OR 01/2012 Present
Westside Community Church Aloha OR 04/2014 Present
Doordash San Francisco CA 03/2024 11/2024
E-Bike Central Sherwood OR 05/2026 Present
  • 06/2001 → Present
    Wfgia
    Portland, OR
  • 05/2011 → Present
    Md'S Llc
    Portland, OR
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Portland, OR
  • 04/2014 → Present
    Westside Community Church
    Aloha, OR
  • 03/2024 → 11/2024
    Doordash
    San Francisco, CA
  • 05/2026 → Present
    E-Bike Central
    Sherwood, OR
Previous Registrations
  • 2011-03-16 → 2012-01-06
    Investment Advisors International, Inc.
    Portland, OR
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WESTSIDE COMMUNITY CHURCH; 04/06/2014; NOT INV RELATED; STUDENT MINISTRY DIRECTOR; 18390 SW FARMINGTON ROAD, ALOHA, OR 97007; CHURCH; 40 HRS/MO; 0 TRADING; MINISTER TO STUDENTS. MD'S LLC/7300 SW HUNZIKER ST 200 PORTLAND OR 97223/503.684.4010/MEMBER 12% OWNERSHIP-05/1/2011/OFFICE LEASE HOLDER NO ANTICIPATED INCOME FROM OBA/MEETING ONCE A MONTH AS NEEDED E-BIKE CENTRAL POSITION: Brand representative NATURE: E-bike sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2026 ADDRESS: 22418 SW Pine St, Sherwood OR 97140, United States DESCRIPTION: My only description at this time is to do two social media filming's a year for them to make social media post and refer business to them when I meet people in the e-bike community but for no commission. The owner pre-made business cards for me when she asked if I would be open to do this.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-15
S63 Uniform Securities Agent State Law Examination 1997-05-01
  • S65 Uniform Investment Adviser Law Examination
    2011-02-15
  • S63 Uniform Securities Agent State Law Examination
    1997-05-01

View on SEC IAPD

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