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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 | 2025-01-02 |
Branch Locations
7421 Sw Bridgeport Rd, Portland, OR 97224 • United States
135 N. Main Street, Mt. Angel, OR 97362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Portland | OR | 09/2009 | Present |
| Chemeketa Community College | Salem | OR | 09/2010 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Rental Home | Salem | OR | 08/2010 | Present |
| Littlest Angels Preschool | Mount Angel | OR | 09/2013 | 07/2019 |
| St. Marys, Mt Angel | Mount Angel | OR | 05/2021 | Present |
| Brother Doug Llc | Mount Angel | OR | 04/2021 | Present |
| Discover Mt. Angel | Mount Angel | OR | 04/2023 | Present |
| Wealthwave | Mount Angel | OR | 12/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. St. Marys, Mt Angel / 0521-Present / Investment Related: No / 575 E. College St. Mount Angel, OR 97362/ Finance Committee Member/ Catholic Church / Hrs Work Monthly: .25 / Sec Trading Hrs: 0 / Quarter meeting to assist with financial decisions in the parish. Brother Doug LLC / 0421-Present / Investment Related: Yes / 8567 Mt. Angel Highway NE, Mount Angel, OR 97362 / Owner / Commercial Rental Prop / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Manage the task as landlord ??" Owner Rental Home/NO/4363 Val Vista Ave Salem OR 97305/8/1/2010/Homeowner-Single ownership/We currently own a home in Salem, Or that we rent out./2hrs/month/I maintain the house and deal with the tenants. CHEMEKETA COMMUNITY COLLEGE/no/4000 Lancaster Drive Northeast Salem, OR/5033995000/math instructor/9/2010/as a instructor at CCC I teach only 8 hours a week wich leaves me ample time to take care of my responsibilies to my customers. DISCOVER MT. ANGELPOSITION: Board Memeber NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: PO Box 591, Mount Angel OR 97362, United States DESCRIPTION: I am on the committee for the annual fun run called the Daddy Dash. WEALTHWAVE POSITION:NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2022 ADDRESS: 135 N Main St, Mount Angel OR 97362, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-24 |
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