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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-02 |
Branch Locations
745 W. Bridge Street Suite G, Blackfoot, ID 83221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Blackfoot | ID | 08/2024 | Present |
| Wfgia | Blackfoot | ID | 05/2023 | Present |
| College Of Eastern Idaho | Idaho Falls | ID | 01/2020 | 05/2023 |
| Eastern Idaho Regional Medical Center | Idaho Falls | ID | 09/2016 | 12/2019 |
| Heartland Institute Of Financial Education (Hife) | Greenwood Village | CO | 04/2025 | Present |
| Square One Communications, Llc Dba Intelihub | Clearwater | FL | 01/2025 | 05/2025 |
| Wealthwave | Alpharetta | GA | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/30/2025 ADDRESS: 3030 Royal Blvd S, Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand HEARTLAND INSTITUTE OF FINANCIAL EDUCATION (HIFE) POSITION: Certified Financial Educator (AFED) NATURE: Non-profit, Non-solicitous Financial Literacy Education INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2025 ADDRESS: 8301 East Prentice Ave., Ste. 312, Greenwood Village CO 80111, United States DESCRIPTION: As a representative of the organization, I would promote, schedule and provide non-profit, non-solicitous financial literacy education using materials approved by HIFE and in accordance with the mission and vision of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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