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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-02-14
  • OR RA
    APPROVED
    Since 2022-02-14

Branch Locations

7421 Sw Bridgeport Rd, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Llc Portland OR 07/2021 Present
Wfgia Portland OR 09/2016 Present
Massachusetts General Hospital Charlestown MA 01/2018 08/2019
National Health Insurance Comapny Milwaukee WI 10/2020 11/2023
United Healthcare Hartford CT 06/2021 Present
Healthsherpa Sacramento CA 10/2023 Present
Hsa Insurance Braintree MA 01/2024 Present
Aetna Hartford, CT 08/2024 Present
Kaiser Permanente Oakland CA 08/2024 Present
Wellcare Health Plans Tempa FL 11/2024 Present
Tufts Health Plan Canton MA 11/2024 Present
Blue Cross Blue Shield Regence Portland OR 12/2025 Present
Fallon Health Company Worcester MA 04/2026 Present
  • 07/2021 → Present
    Portland, OR
  • 09/2016 → Present
    Wfgia
    Portland, OR
  • 01/2018 → 08/2019
    Massachusetts General Hospital
    Charlestown, MA
  • 10/2020 → 11/2023
    National Health Insurance Comapny
    Milwaukee, WI
  • 06/2021 → Present
    United Healthcare
    Hartford, CT
  • 10/2023 → Present
    Healthsherpa
    Sacramento, CA
  • 01/2024 → Present
    Hsa Insurance
    Braintree, MA
  • 08/2024 → Present
    Aetna
    Hartford,, CT
  • 08/2024 → Present
    Kaiser Permanente
    Oakland, CA
  • 11/2024 → Present
    Wellcare Health Plans
    Tempa, FL
  • 11/2024 → Present
    Tufts Health Plan
    Canton, MA
  • 12/2025 → Present
    Blue Cross Blue Shield Regence
    Portland, OR
  • 04/2026 → Present
    Fallon Health Company
    Worcester, MA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HSA INSURANCE POSITION: agent NATURE: Massachusetts health and dental marketplace INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 135 Wood Rd, Braintree MA 02184, United States DESCRIPTION: I will sell health and dental insurance for individuals and families. My responsibility is getting a quote for them from HSA insurance and then enrolling in them. It is not a daily activity, but dependent on customer's calling and requests. AETNA POSITION: Independent agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 151 Farmington Avenue, Hartford, CT 06156, United States DESCRIPTION: As an independent agent, I will sell Aetna Insurance's Medicare products to customers when they want to buy them. Not a major daily activity, but only performed when requested by the customer. KAISER PERMANENTE POSITION: Independent agent NATURE: Health Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 1 Kaiser Plaza, Oakland CA 94612, United States DESCRIPTION: As an independent agent, I will sellKaiser Permanete Insurance's Medicare products to customers when they want to buy them. Not a major daily activity, but only performed when requested by the customer. TUFTS HEALTH PLAN POSITION: Independent agent NATURE: Insurance plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024ADDRESS: 1 Wellness Way, Canton MA 02021, United States DESCRIPTION: As an independent agent, I will sell the Tufts health plan's Medicare products to customers when they want to buy them.It is Not a major daily activity, but only performed when requested by the customer. WELLCARE HEALTH PLANS POSITION: independent agent NATURE: Medicare sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 8725 Henderson Road, Tempa FL 33631, United States DESCRIPTION: As an independent agent, I will sell the Wellcare Health plan's Medicare products to customers when they want to buy those productsIt is Not a major daily activity, but only performed when requested by the customer. UNITED HEALTHCARE/ 0621-Present / Investment Related: No /185 Asylum St, Fi11 Hartford, CT 06103 / Agent / Health Insurance / Hrs. Work Monthly: 3 / Sec Trading Hrs.: 3 / Sales HEALTHSHERPA POSITION: agent NATURE: health insurance sales and referral INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2023 ADDRESS: 1215 19th St 2nd Floor, Sacramento CA 95812, United States DESCRIPTION: I will check an email from this company daily. After I get an call from customer, I will justget an quote forindividual health insurance and give a referral. BLUE CROSS BLUE SHIELD REGENCE POSITION: Independent agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2025 ADDRESS: 100 SW Market Street, Portland OR 97201, United States DESCRIPTION: As an independent agent, I offer BCBS Regence Individual, Family, and Medicare products to clients when they request them. This is not part of my regular daily activities, but I provide these services as needed when customers seek coverage FALLON HEALTH COMPANY POSITION: Independent medicare agent NATURE: Medicare plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2026 ADDRESS: 1 Mercantile St., Ste. 400, Worcester MA 01608, United States DESCRIPTION: As an independent agent, I offer Fallon health Medicare products to clients when they requestthem. This is not part of my regular daily activities, but I provide these services as needed when customers seekcoverage

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-14
S63 Uniform Securities Agent State Law Examination 2021-10-06
  • S65 Uniform Investment Adviser Law Examination
    2022-02-14
  • S63 Uniform Securities Agent State Law Examination
    2021-10-06

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