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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 | 2025-01-01 |
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 |
| Devlin Financial Group | Oregon City | OR | 02/2002 | Present |
| Rental Property | Vancouver | WA | 09/2005 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Williamette Valley Bank | Turlafin | OR | 10/2015 | 04/2018 |
| Sierra Pacific Mortgage | Beaverton | OR | 05/2017 | 08/2018 |
| Tradewind Properties, Llc | Oregon City | OR | 10/2008 | 11/2019 |
| Westcorp Morrtgage Group, Llc | Tigard | OR | 08/2018 | 10/2019 |
| Value Added Mortgage Group, Llc | Oregon City | OR | 10/2019 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Value Added Mortgage Group, LLC /1019-Present/ Investment Related: No / 511 Main St. 117 Oregon City, Or 97045 / Branch Manager - LO / Originate hole loans. I am just changing the company that I am currently closing home loans with/ Hrs Work Monthly: 100 / Sec Trading Hrs: 5 / Help clients with home loans Devlin Financial Group / 0202-Present / Investment Related: No / 19346 Auburn Dr, Oregon City, OR 97045 / President / Setup as a pass through for WGS business / Hrs Work Monthly: 2%/ Sec Trading Hrs: 2% / Maintain Books and Records for Corp. Rental Property/ 0905-Present /Investment Related: Yes / 19346 Auburn Dr. Oregon City, OR 97045 / Owner/ Rental Property/ Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / Nothing... fix occasional household items.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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