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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2015-12-07 |
Branch Locations
901 S. Main Street Suite 7, Stillwater, OK 74074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Stillwater | OK | 02/2008 | Present |
| Debtmerica | Santa Ana | CA | 04/2011 | 02/2023 |
| Transamerica Financial Advisors, Inc | Stillwater | OK | 01/2012 | Present |
| Stillwater Frontier Rotary Club | Stillwater | OK | 07/2013 | 12/2020 |
| Rev.cOm | San Francisco | CA | 10/2017 | Present |
| United States Census Bureau | Stillwater | OK | 05/2020 | 10/2020 |
| College Loan Freedom | Henderson | NV | 11/2020 | 02/2023 |
| Wealthwave | Johns Creek | GA | 01/2014 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Rev.com/ 1017-Present/ investment-related: No / 251 Kearny St. 8th Floor San Francisco, CA 94108/ Freelance transcriber/ Customers submit audio files to Rev. Freelance transcribers convert the files to written copy which it returned to the customer./ Hrs Work Monthly: 40 / Sec Trading Hrs: 2 / Transcription of audio files. No required time commitment. STILLWATER FRONTIER ROTARY CLUB, NOT INVESTMENT-RELATED, 315 N. HUSBAND ST, STILLWATER, CO 74075, THE STILLWATER FRONTIER ROTARY CLUB HAS FORMED A FOUNDATION. THE NEW BOARD HAS BEEN APPOINTED AND WILL START SERVING FOR THE CLUB YEAR BEGINNING JULY 1, 2013, BOARD MEMBER, 7/1/2013, 8 HRS/MONTH, SERVE ON THE BOARD TO DEVELOP POLICIES AND PROCEDURES OF THE FOUNDATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-07 |
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