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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-18 |
| OR | RA | APPROVED | 2021-10-25 |
| CA | RA | APPROVED | 2017-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-06 |
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