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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 | 2020-03-31 |
| OR | RA | APPROVED | 2018-02-27 |
Branch Locations
4900 Sw Griffith Drive Suite 120, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Beaverton | OR | 06/2012 | Present |
| Wfgia | Beaverton | OR | 01/2010 | Present |
| Senior Advocate Services | Beaverton | OR | 09/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SENIOR ADVOCATE SERVICES POSITION: Medicare/Health Insurance Agent NATURE: Medicare/Health Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2024 ADDRESS: 14981 NW Farmstead Ct, Beaverton OR 97006, United States DESCRIPTION: Through this firm we would be able to offer Medicare Supplemental and Medicare Advantage plans and health insurance plans via the Marketplace
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-07 |
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