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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 | 2026-01-27 |
| OR | RA | APPROVED | 2022-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Portland | OR | 10/2019 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 08/2021 | Present |
| Beery Elsner Amp; Hammond | Portland | OR | 11/2013 | 07/2017 |
| Lindsay Hart | Portland | OR | 07/2017 | 07/2018 |
| Mckinley Irvin | Vancouver | WA | 07/2018 | 09/2019 |
| Wise Ways To Wealth Llc | Portland | OR | 12/2019 | Present |
| Dangerfield Talent | Portland | OR | 06/2008 | Present |
| Rental Property | Kapaa | HI | 02/2004 | 08/2023 |
| Wealthwave | Portland | OR | 06/2020 | Present |
| Afepi Nw Llc | Gresham | OR | 11/2023 | 10/2024 |
| Netlaw | Louisville | KY | 09/2025 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 07/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 06/2020PRESENTWealthWavePortlandOregonUnited StatesYesNA WISE WAYS TO WEALTH LLC/Investment Related - No/8005 SW 10th Ave Portland, OR 97219/Pass through for tax purposes./Owner/12.2019/1/1/Oversee LLC DANGERFIELD TALENT/Investment Related - No/455 NW Lovejoy Portland, OR 97201/Talent/Actor Projects/Talent/06.2008/1/1/Acting/Voiceover work NETLAW POSITION: Representative NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 12910 Shelbyville Rd, Louisville KY 40243, United States DESCRIPTION: Providing clients with estate planning tools. 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: 07/28/2025 ADDRESS: 8301 E. Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I promote and provide financial education coursesto businesses and employer groups as aHeartland CFEd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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