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Joy Michelle Abbott Mcmurchy

Transamerica Financial Advisors, LLC

Portland, OR

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-30
  • OR RA
    APPROVED
    Since 2026-04-30

Branch Locations

7421 Sw Bridgeport Rd, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Wealth Wave Alpharetta GA 02/2020 Present
Transamerica Financial Advisors, Llc Portland OR 03/2026 Present
World Financial Group Insurance Agency Portland OR 09/2018 Present
Smitty's Inc./Star Ratings Usa Dallas OR 03/2014 02/2022
Self Employed Corvallis OR 07/2008 08/2024
Notary Dallas OR 03/2020 Present
Inheritguard Unknown CA 01/2025 Present
Insurance Solutions For Affiliated Agents Llc Las Vegas NV 12/2024 Present
Eagle Business Consulting Blunt SD 09/2023 Present
Netlaw Louisville KY 09/2021 11/2023
Legacy Shield Ponte Vedra Beach FL 11/2018 02/2021
  • 02/2020 → Present
    The Wealth Wave
    Alpharetta, GA
  • 03/2026 → Present
    Portland, OR
  • 09/2018 → Present
    World Financial Group Insurance Agency
    Portland, OR
  • 03/2014 → 02/2022
    Smitty's Inc./Star Ratings Usa
    Dallas, OR
  • 07/2008 → 08/2024
    Self Employed
    Corvallis, OR
  • 03/2020 → Present
    Notary
    Dallas, OR
  • 01/2025 → Present
    Inheritguard
    Unknown, CA
  • 12/2024 → Present
    Insurance Solutions For Affiliated Agents Llc
    Las Vegas, NV
  • 09/2023 → Present
    Eagle Business Consulting
    Blunt, SD
  • 09/2021 → 11/2023
    Netlaw
    Louisville, KY
  • 11/2018 → 02/2021
    Legacy Shield
    Ponte Vedra Beach, FL
Other Businesses

Name: Notary / Investment Related - No / Date: 03:2020 / Hrs (Month): 1 / Hrs (Day): 0 / Activity: Notarize documents. Name: InheritGuard / Investment Related - No / Date: 01:2025 / Hrs (Month): 2 / Hrs (Day): 0 / Activity: Screen clients for basic estate plans and refer clients who need custom plans Name: Insurance Solutions for Affiliated Agents LLC / Investment Related - No / Date: 12:2024 / Hrs (Month): 1 / Hrs (Day): 0 / Activity: Refer clients who would like to shop various kinds of insurance. Name: Eagle Business Consulting / Investment Related - No / Date: 09:2023 / Hrs (Month): 1 / Hrs (Day): 0 / Activity: Refer clients who want to learn more about their services Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. The Wealth Wave is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-29
S63 Uniform Securities Agent State Law Examination 2026-04-14
  • S65 Uniform Investment Adviser Law Examination
    2026-04-29
  • S63 Uniform Securities Agent State Law Examination
    2026-04-14
Other Names
  • Joy Michelle Abbott

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