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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 | 2012-01-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Wfgia | Portland | OR | 06/2001 | Present |
| Gresham First Baptist | Gresham | OR | 01/2011 | 12/2023 |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Prep4Kids | Portland | OR | 06/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc PREP4Kids/No/704 NE Knott Street/Portland/OR/97212/We offer Bible classes to public, private and home schooled students/Board Member/06.20.2016/1/0/None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-24 |
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