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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Portland | OR | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Barrington Heights Neighborhood Association | West Linn | OR | 11/2019 | Present |
"Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Barrington Heights Neighborhood Association / 1119-Present / Investment Related: No / 22500 Salamo Rd. West Linn, OR 97068/ Treasurer / Provide information to our neighborhood as part of the city charter. Really being a watch dog for our residents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-28 |
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