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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Portland | OR | 03/2025 | Present |
| Wfgia | Portland | OR | 03/2025 | Present |
| Modern Building Systems | Aumsville | OR | 03/2021 | 12/2021 |
| Cafe Yumm | Keizer | OR | 05/2020 | 03/2021 |
| Dairy Queen | Keizer | OR | 08/2019 | 02/2020 |
| Doordash | San Francisco | CA | 02/2023 | 03/2025 |
| Unemployed | Keizer | OR | 02/2020 | 05/2020 |
| Unemployed | Keizer | OR | 01/2022 | 01/2023 |
| Mcnary High School | Keizer | OR | 09/2018 | 06/2022 |
| Unemployed | Keizer | OR | 07/2018 | 08/2018 |
| Clagget Creek Middle School | Keizer | OR | 09/2015 | 06/2018 |
| Wealthwave | Duluth | GA | 01/2024 | Present |
| Uber | San Francisco | CA | 07/2025 | Present |
| Netlaw | Louisville | KY | 02/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WEALTHWAVE/Investment Related - No/6475 East Johns Crossing, Johns Creek, GA 30097, I don't know of a phone number./Educational resources to educate clients about how money works. Not provide them with advice or products./Financial Educator/01.2024/10/10/I have no obligated dutys with wealthwave. I leverage their resources as a way to educate people about money, not solicit products. UBER POSITION: Driver NATURE: I will be delivering Food to people with them INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 07/14/2025 ADDRESS: 1455 Market Street, San Francisco CA 94103, United States DESCRIPTION: I would do what I was doing with Door dash but with Uber Instead. (Delivering Food to people) NETLAW POSITION: independent contractor NATURE: online estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2026 ADDRESS: 12910 Shelbyville RD Suite 124, Louisville KY 40243, United States DESCRIPTION: I will be an independent contractor who will receive a commission for referring client who needs estate planningservices.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-27 |
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