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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-29 |
| OR | RA | APPROVED | 2016-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2016 | Present |
| World Financial Group, Inc. | Portland | OR | 06/2013 | Present |
| Winfit, Llc Dba Curves | Aloha | OR | 08/2002 | 02/2020 |
| Nawbo Oregon | Lake Oswego | OR | 09/2017 | 06/2020 |
| Netlaw,Inc. | Louisville | KY | 08/2019 | Present |
| Norwex | Coppell | TX | 06/2020 | 12/2021 |
| Renegade Winters | Beaverton | OH | 07/2020 | Present |
| Wealthwave | Portland | OR | 01/2017 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Renegade Winters / 0720-Present / Investment Related: No / 13860 SW Larch Place Beaverton, OR 97005 /Owner/ Travel blog, social media / Hrs Work Monthly: 40 / Sec Trading Hrs: 1 / Writing travel blog, crating social media content NetLaw,Inc. / 0819-Present / Investment Related: No/ 12910 Shelbyville, Suite 124 Louisville, KY 40243 / Referral Agent / Online documents for estate plans / Hrs Work Monthly: 0.2/ Sec Trading Hrs: 0/ Invite clients to purchase online estate plan paperwork packages.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
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