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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 | 2022-04-04 |
| OR | RA | APPROVED | 2021-08-30 |
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 | 07/2021 | Present |
| World Financial Group, Inc. | Beaverton | OR | 05/2012 | Present |
| Intel | Hillsboro | OR | 07/2017 | Present |
| Student | Portland | OR | 07/2015 | 06/2017 |
| Business Network International | Charlotte | NC | 10/2024 | Present |
| Metropolitan Senior Network | Clackamas | OR | 09/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Business Network International | Participant | networking | not investment related | 10/2024 | Charlotte, NC BUSINESS NETWORK INTERNATIONAL POSITION: Participant NATURE: Networking INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2024 ADDRESS: 3430 Toringdon Way, Suite 300, Charlotte NC 28277, United States DESCRIPTION: Meeting once per week for an hour to share and educate each other on our business offerings. Once or twice a month social mixers. METROPOLITAN SENIOR NETWORK POSITION: Member/Participant/Volunteer/Connector NATURE: Networking, Education INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2025 ADDRESS: PO Box 325, Clackamas OR 97015, United States DESCRIPTION: Attend monthly meetings, volunteer as connector - i.e. to schedule 1-1 meetings with visitors to get to know them and connect them with who they want to connect with in the community, talk to them about the mission of Metropolitan Senior Network - folks/business coming together for providing services to seniors with the highest integrity and quality; - New Member Onboarding: Welcome new members, introduce them to others, and helpthem get involved in MSN.- Event Promotion: Spread the word about upcoming events and encourage attendance. - post socially about networking events on IG, linkedin, FB, etc.- Member Engagement: Stay in touch with members, check in on their needs, and help themconnect with one another.- Gathering Feedback: Listen to members' experiences and report feedback to theleadership team for continuous improvement.- Representing MSN: Be a positive and professional representative of MSN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-01 |
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