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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 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
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