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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-24 |
| TX | RA | APPROVED_RES | 2021-04-14 |
| 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 |
| Johnson Financial Group Inc | Portland | OR | 09/2004 | Present |
| Transamerica Financial Advisors, Llc | Portland | OR | 01/2012 | Present |
| Second Saturday | Portland | OR | 11/2016 | Present |
| Netlaw, Inc. | Louisville | KY | 01/2019 | Present |
| College Loan Freedom | Henderson | NV | 03/2019 | Present |
| Wealthwave | Johns Creek | GA | 12/2016 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | marketing | investment related | co-brand company through WFGIA | Johns Creek, GA \ Johnson Financial Group, Inc | 09/2004 | Portland, OR | not investment related | owner SECOND SATURDAY/NO/7421 SW BRIDGEPORT RD, SUITE h-223C, PORTLAND, OR, 97224/WORKSHOPS FOR WOMEN CONTEMPLATING DIVORCE/SW PORTLAND TERRITORY LEA/11.09.2016/10/0/AS TERRITORY LEADER OF SW PORTLAND, I WILL HOST THESE WORKSHOPS AND ARRANGE FOR SPEAKERS WHO ARE FAMILY LAW ATTORNEYS, COUNSELORS, PSYCHOLOGISTS, MEDIATORS, ACCOUNTANTS, ETC. TO DESCRIBE VARIOUS ASPECTS OF DIVORCE - PRESENTATIONS THAT I WOULD DO PERSONALLY WOULD BE THE WFG MONEY MATTERS PRESENTATION. Netlaw, Inc. / 0119-present / INVESTMENT RELATED: NO /12910 Shelbyville Road, suite 124 Louisville, KY 40243/ Representative / Estate Planning / hrs work monthly: 5 / Sec trading hrs: 0 / When a client is interested in estate planning documents, I can offer this service to them College Loan Freedom / 0319-present / INVESTMENT RELATED: NO /129 W Lake Mead Pkwy, #19 Henderson, NV 89015 / Referral Partner / Student loan advocates, providing education and support in setting up federal forgiveness or payment reduction programs that they would qualify for. / hrs work monthly: 3 / Sec trading hrs: 0 / Referring potential clients to their website and their representatives to determine if they qualify for one of many federal programs for payments and forgiveness.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-05 |
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