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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-15 |
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Portland | OR | 09/2015 | Present |
| Wfgia | Portland | OR | 06/2011 | Present |
| Burgerville Restaurants, Inc. | Vancouver | WA | 12/2013 | 07/2018 |
| Netlaw, Inc. | Louisville | KY | 01/2017 | Present |
| Maplebear Inc. Dba Instacart | San Francisco | CA | 09/2022 | 08/2023 |
| Student Transportation Of America, Llc | Tigard | OR | 11/2022 | Present |
| Wealthwave | Portland | OR | 05/2018 | Present |
| Trackersearth | Portland | OR | 08/2023 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 08/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Wealthwave | marketing | yes investment related | 5/1/2018 | co-brand company | 7421 SW Bridgeport Rd, Portland OR 97224 Netlaw, Inc. / 0117-present / INVESTMENT RELATED: NO /12910 Shelbyville Road, suite 124 Louisville, KY 40243/ Sales Associate / Estate Planning software offering wills and Trusts / hrs work monthly: 5 / Sec trading hrs: 0/ Send the link to potential clients offering solutions to their will and trust needs. STUDENT TRANSPORTATION OF AMERICA, LLC POSITION: Driver NATURE: Public School Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 3 START DATE: 11/28/2022 ADDRESS: 13000 SW Hall Blvd., Tigard OR 97223, United States DESCRIPTION: Work two shifts/day for 6 hours, 5 days/week.Showup, inspect bus, drive route, fuel up bus and return to yard. TRACKERSEARTH POSITION: Driver NATURE: Summer Kids Camps INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/02/2023 ADDRESS: 4617 SE Milwaukie Ave., Portland OR 97202, United States DESCRIPTION: "On-Call" Camp/Event Bus Driver HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2025 ADDRESS: 8301 E Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I promote and provide financial education courses to businesses and employer groups as a Heartland CFEd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-07 |
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