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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 | 2025-04-15 |
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 | 12/2024 | Present |
| Wfgia | Blackfoot | ID | 04/2023 | Present |
| Homemaker | Blackfoot | ID | 12/2004 | Present |
| Rental Income | Rose | ID | 10/2023 | Present |
| Integrated Trust Systems | Scottsdale | AZ | 08/2024 | Present |
| Wealthwave | Alpharetta | GA | 01/2026 | Present |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 03/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RENTAL INCOME/Investment Related - Yes/ Rose Idaho, 83221 /We own one building that contains 2 separate apartments. We currently are renting both apartments. /part owner/09.2023/0/0/collect rent/ file any paperwork necessary INTEGRATED TRUST SYSTEMS POSITION: Referral Sales Associate NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2024 ADDRESS: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up a proper estateplan to Integrated Trust Systems. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: certified financial educator NATURE: we provide financial education for individuals and groups primarily through the workplace INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2026 ADDRESS: 9301 E Prentice Ave Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: We are just trying to start up. But I plan to work with some other coworkers and contact employers an offer general financial education at no cost. We will then give participants the option to meet one on one with us as a financial educator (I will offer no advice or recommendations) I do not solicit or sell anything. Strictly educational WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 190 Bluegrass Valley Parkway, Alpharetta GA 30005, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-13 |
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