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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
1 disclosure category 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 |
| Md'S Llc | Portland | OR | 09/2003 | 12/2016 |
| Mushroom Picker | Rural | OR | 06/2004 | Present |
| Rental Property | Tualatin | OR | 07/2008 | Present |
| Tilikum | Newberg | OR | 12/2009 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc MUSHROOM PICKER / 0604-Present / Investment Related: NA /Rural, OR/ Position / Picker/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA TILIKUM/ 0708-Present / Investment Related: No /Address / ADVISORY / Nature of Business/ Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / NA RENTAL PROPERTY/ Emp Dates / Investment Related: No / TUALATIN, OR / OWner / Rental / Hrs. Work Monthly: 0 / Sec Trading Hrs.:0 / NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-19 |
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