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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
WA RA APPROVED 2022-10-11
OR RA APPROVED 2012-01-06
  • WA RA
    APPROVED
    Since 2022-10-11
  • OR RA
    APPROVED
    Since 2012-01-06

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelweiss International Llc Sherwood OR 12/1999 01/2023
Wfg Portland OR 10/2003 Present
Portland Volleyball Club West Linn OR 09/2007 11/2021
Transamerica Financial Advisors, Inc Portland OR 01/2012 Present
American Capital Corporation El Segundo CA 05/2013 01/2020
Value Added Mortgage Oregon City OR 02/2020 Present
Netlaw Louisville KY 08/2025 Present
Right Choice Processing Llc Washougal WA 10/2025 Present
  • 12/1999 → 01/2023
    Edelweiss International Llc
    Sherwood, OR
  • 10/2003 → Present
    Wfg
    Portland, OR
  • 09/2007 → 11/2021
    Portland Volleyball Club
    West Linn, OR
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Portland, OR
  • 05/2013 → 01/2020
    American Capital Corporation
    El Segundo, CA
  • 02/2020 → Present
    Value Added Mortgage
    Oregon City, OR
  • 08/2025 → Present
    Netlaw
    Louisville, KY
  • 10/2025 → Present
    Right Choice Processing Llc
    Washougal, WA
Previous Registrations
  • 2008-10-17 → 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." Value Added Mortgage; yes; 511 Main St #117 Oregon City, OR 97045; Loan officer; mortgage; 2/01/2020; 100 hrs./month; 4 during sec training; mortgage loan and services; approved with restrictions NETLAW POSITION: Referral partner NATURE: Estate planning legal documents INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/11/2025 ADDRESS: 12910 Shelbyville Road, Louisville KY 40243, United States DESCRIPTION: Refer clients who need a Will, Trust or other legal documents for their estate planning. RIGHT CHOICE PROCESSING LLC POSITION: Principal NATURE: Mortgage Loan Processing INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2025 ADDRESS: 28912 SE 23rd Str, Washougal WA 98671, United States DESCRIPTION: Mortgage Loan Processing

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-09
S63 Uniform Securities Agent State Law Examination 2004-09-10
  • S65 Uniform Investment Adviser Law Examination
    2008-09-09
  • S63 Uniform Securities Agent State Law Examination
    2004-09-10
Other Names
  • Istvan Bodo

View on SEC IAPD

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