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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01

Branch Locations

7421 Sw Bridgeport Rd, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2001 → Present
    World Financial Group
    Portland, OR
  • 02/2002 → Present
    Devlin Financial Group
    Oregon City, OR
  • 09/2005 → Present
    Rental Property
    Vancouver, WA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Portland, OR
  • 10/2015 → 04/2018
    Williamette Valley Bank
    Turlafin, OR
  • 05/2017 → 08/2018
    Sierra Pacific Mortgage
    Beaverton, OR
  • 10/2008 → 11/2019
    Tradewind Properties, Llc
    Oregon City, OR
  • 08/2018 → 10/2019
    Westcorp Morrtgage Group, Llc
    Tigard, OR
  • 10/2019 → Present
    Value Added Mortgage Group, Llc
    Oregon City, OR
Previous Registrations
  • 2007-07-06 → 2012-01-06
    Investment Advisors International, Inc.
    Portland, OR
    Portland, OR
    Portland, OR
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-10
S63 Uniform Securities Agent State Law Examination 1996-07-03
  • S65 Uniform Investment Adviser Law Examination
    2007-05-10
  • S63 Uniform Securities Agent State Law Examination
    1996-07-03
Other Names
  • Michael Devlin
  • Mike Devlin

View on SEC IAPD

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