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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2012-01-06 |
Branch Locations
275 Se Pioneer Way Suite A101, Oak Harbor, WA 98277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Oak Harbor | WA | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Oak Harbor | WA | 01/2012 | Present |
| Flip Digs 7 Llc | Oak Harbor | WA | 08/2015 | Present |
| Pcc Rental Income | Oak Harbor | WA | 10/2014 | 08/2023 |
| North Whidbey Fire & Rescue Citizens's Advisory Committee | Oak Harbor | WA | 09/2020 | 08/2023 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Flip Digs 7 LLC/ 8.17.2015/ Owner/ Non-Investment Related/ 3125 Green Road Oak Harbor WA 98277/ Buy foreclosed property at auction improve and resell/ Oversee subcontractors and pay their bills make sure property is insured and bring unpaid utilities current/ Approved with restrictions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-04 |
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