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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Portland | OR | 06/2001 | Present |
| Knights Of Colombus | Mcminnville | OR | 08/1985 | Present |
| James Mann, Cpa | Mcminnville | OR | 03/2010 | Present |
| Transamerica Financial Advisors, Llc | Portland | OR | 01/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Knights of Columbus/NO/1658 SW Goucher Street McMinnville OR 97128/TREASURER - 8/1/1985/I am a Certified Publice Accountant and I was elected as the Treasurer. I prepare books of record and do the banking for this non-profit fraternal organization/One hour per week including meetings-Meets monthly JAMES MANN, CPA/no/1658 SW GOUCHER ST MCMINNVILEE OR 97128/SINGLE OWNERSHIP 2/2010 - ACCOUNTING SERVICES - CONSULTING / APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-24 |
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