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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
TX RA APPROVED_RES 2022-01-18
OR RA APPROVED 2021-10-25
CA RA APPROVED 2017-11-17
  • TX RA
    APPROVED_RES
    Since 2022-01-18
  • OR RA
    APPROVED
    Since 2021-10-25
  • CA RA
    APPROVED
    Since 2017-11-17

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
World Financial Group Portland OR 11/2010 Present
Transamerica Financial Advisors, Inc Portland OR 01/2012 Present
Revolution Financial Management Murfreesboro TN 11/2009 Present
Oregon Golf Association Golf Course Men's Club Woodburn OR 10/2025 Present
  • 11/2010 → Present
    World Financial Group
    Portland, OR
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Portland, OR
  • 11/2009 → Present
    Revolution Financial Management
    Murfreesboro, TN
  • 10/2025 → Present
    Oregon Golf Association Golf Course Men's Club
    Woodburn, OR
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. REVOLUTION FINANCIAL MANAGEMENT POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2009 ADDRESS: 1500 Medical Center Parkway, Suite 3A-3, Murfreesboro TN 37129, United States DESCRIPTION: WFG Co-Brand OREGON GOLF ASSOCIATION GOLF COURSE MEN'S CLUB POSITION: Treasurer NATURE: This is simply a men's non-profit club which organizes local tournaments for club members INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2025 ADDRESS: 2850 Hazelnut Dr, Woodburn OR 97071, United States DESCRIPTION: Maintenance of the club checkbook only. Check writing authority for payment of club expenses. As a sitting member of the Men's Club Board of Directors, I will have equal voting rights with regard to decisions on expenditures of funds, but no personal decision-making discretion with regard to expenditure of funds. I will simply be keeping track of, and reporting to the board, the status of the club funds. I will be writing and distributing funds to committee chairpersons as directed by the Board of Directors. I will not be compensated in any way for this volunteer position.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-21
S63 Uniform Securities Agent State Law Examination 2011-05-06
  • S65 Uniform Investment Adviser Law Examination
    2017-09-21
  • S63 Uniform Securities Agent State Law Examination
    2011-05-06

View on SEC IAPD

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