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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Portland | OR | 07/2002 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 05/2017 | Present |
| Netlaw, Inc. | Louisville | KY | 01/2014 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, GREENWOOD VILLIAGE, CO, NOT INVESTMENT RELATED, POSITION HELD: CERTIFIED FINANCIAL EDUCATOR FROM 5/2017 TO PRESENT. Netlaw, Inc. / 0114-present / INVESTMENT RELATED: NO /12910 Shelbyville Road, suite 124 Louisville, KY 40243/ Independent Contractor / Estate Planning Software/ hrs work monthly: 4 / Sec trading hrs: 1 / If a client is interested in Estate planning, I share with them information on how Netlaw works.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-20 |
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