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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-08-14 |
| OR | RA | APPROVED | 2012-06-15 |
Branch Locations
6213 N. Cloverdale Rd. Suite 115, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Boise | ID | 01/2011 | Present |
| Rental Properties | Dallas | OR | 06/2004 | Present |
| Hannegan Sons Inc | Dallas | OR | 01/1976 | Present |
| Transamerica Financial Advisors, Inc | Boise | ID | 01/2012 | Present |
| Ceres Gleann Llc | Dallas | OR | 01/2003 | Present |
| Teton Non-Profit Housing Corp, And Oregon Non-Profit Corp | Salem | OR | 11/2020 | Present |
| Net Law | Louisville | KY | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Teton Non-Profit Housing Corporation, and Oregon non-profit Corporation / 1120-Present / Investment Related: No / 1011 Commercial St. NE Salem, OR 97301 / Vice President / Board Member / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / None HANNEGAN & SONS, INC 1423 HAWTHORNE AVE, DALLAS, OR 97338 OWNER/SECRETARY STARTED IN 1978 12 HOURS PER MONTH; 6 HOURSE DURING TRADING HOURS; MANAGE THE OFFICE RESIDENTIAL CONSTRUCTION; NOT INVESTMENT RELATED. RENTAL PROPERTIES - 1756 CUMULUS CT, NW, SALEM OR 97304 & 762 SHELTON ST, DALLAS OR 97338; STARTED 2011; JOINT OWNERSHIP; MANAGE THE UPKEEP OF THE HOME & PROVIDE FOR THE NEEDS OF THE RENTER; NOT INVESTMENT RELATED Ceres Gleann LLC/No/12775 Westview Dr./Dallas/OR/97338/It held a few lots and ran the Ceres Gleann HOA/Secretary/1.10.2003/1/0/Occasional meeting NET LAW POSITION: Rep NATURE: wills or trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2024 ADDRESS: 12910 Shelbyville Road, Suite 124, Louisville KY 40243, United States DESCRIPTION: Occasionally refer clients that need estate planning and desire a digital platform.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-06 |
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