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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-06 |
| OR | RA | APPROVED | 2012-01-06 |
Branch Locations
7421 Sw Bridgeport Rd, Portland, OR 97224 • United States
Hurricane, UT • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Portland | OR | 06/2001 | Present |
| Winfit, Llc Curves For Women | Aloha & Forest Grove | OR | 10/2002 | 07/2022 |
| Bjw Associates Inc. | Beaverton | OR | 08/1998 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Winfin Inc | Vancouver | WA | 10/2017 | 12/2018 |
| Winfin Oregon Inc | Hillsboro | OR | 01/2019 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-21 |
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