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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 |
| WA | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Portland | OR | 06/2001 | Present |
| Treasurer Of Auburn Adventist Academy | Auburn | WA | 11/2008 | 06/2018 |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Auburn Adventist Academy | Auburn | WA | 03/2016 | 12/2016 |
| Epsilon Construction Llc | Auburn | WA | 11/2017 | Present |
| Wealthwave | Tacoma | WA | 01/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. EPSILON CONSTRUCTION LLC/NO/3510 ACADENY DR SE AUBURN WA 98092 BOOKKEEPER 11/21/2017 20 HRS A MONTH GENERAL BOOKKEEPING ACTIVIES WEALTHWAVE POSITION:NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2020 ADDRESS: 3721 South D Street, Tacoma WA 98418, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-15 |
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