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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-04 |
Branch Locations
2700 Richards Road Suite 204A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2024 | 04/2025 |
| Farmers Insurance/Tru Family Agency Llc | Auburn | WA | 07/2024 | 12/2024 |
| Boundless Inc. | Fife | WA | 02/2024 | 07/2024 |
| Ibew Local 46 | Kent | WA | 12/2019 | 01/2024 |
| Self Employed | Tacoma | WA | 09/2019 | 09/2022 |
| Auburn Glen Apartments | Auburn | WA | 11/2018 | 11/2019 |
| Holiday Inn Express | Tacoma | WA | 11/2017 | 11/2018 |
| Reddaway | Tacoma | WA | 07/2016 | 11/2017 |
| Transamerica Financial Advisors | Bellevue | WA | 06/2025 | Present |
| Wfg | Bellevue | WA | 04/2025 | Present |
| Foster Family Freedom Llc | Bonney Lake | WA | 04/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FOSTER FAMILY FREEDOM LLC Investment Related NO 7211 193rd Ave E Unit A Bonney Lake WA 98391 Pass though income for tax reasons on all WFG and future TFA income Owner 04/2024 1 1 keep up with state requirements for maintaining an llc and complete tax annually
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
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