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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 | 2024-01-17 |
| WA | 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 | 06/2010 | Present |
| Transamerica Financial Advisors, Llc | Portland | OR | 01/2012 | Present |
| Hife Cpp | Greenwood Village | CO | 03/2014 | Present |
| Net Law, Inc. | Louisville, | KY | 10/2013 | Present |
| Wealthwave | Portland | OR | 01/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION (HIFE) COLLEGE PLANNING PROGRAM; 8301 EAST PRENTICE AVENUE, STE 312, GREENWOOD VILLAGE CO 80111; HELPS STUDENTS IN 9-12 GRADE DECIDE ON POTENTIAL MAJORS SO THEY WILL NOT CHANGE FOCUS WHILE IN COLLEGE. THEN TO FIND GOOD COLLEGE FITS AND APPLY. THE COACH ALSO HELPS REVIEW FORMS BEFORE SUBMITTING THEM; COLLEGE CONSULTANT; 3/2014; 0-20 HRS/MONTH;INTRODUCE STUDENTS AND PARENTS THE COACHING PROVIDED BY CPP SO THEY CAN DECIDE IF THEY WOULD LIKE TO GET A CPP COACH Net law, Inc. /1013-Present / INVESTMENT RELATED: NO /12910 Shelbyville Rd. Suite 124, Louisville, KY 40243 /Referral Agent / Digital estate planning documents / hrs work monthly: 2 / Sec trading hrs: 0 / When a client is interested in estate planning documents, I can offer this service to them
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2010-08-03 |
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