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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 | 2018-03-30 |
| WA | RA | APPROVED | 2018-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Portland | OR | 02/2018 | Present |
| World Financial Group, Inc. | Portland | OR | 01/2018 | Present |
| Prudential Insurance Co Of America Dba Pruco Securities Llc | Vancouver | WA | 07/2016 | 01/2018 |
| Charles Amp; Cynthia Reidy Income From Rental Properties | Vancouver | WA | 01/2006 | Present |
| Netlaw Inc | Louisville | KY | 09/2019 | Present |
| Evergreen Eye Care Pllc | Vancouver | WA | 09/2019 | 10/2019 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CHARLES amp; CYNTHIA REIDY INCOME FROM RENTAL PROPERTIES/Investment Related - No/5003 NW 141st Street Vancouver, WA 98685/My husband and I have owned rental/investment properties for years (since 1991). At one time we've had up to four investment/rental properties in several states. We have sold two within the past two years at the height of the market. We now have only two remaining investment properties and they are located in South Seattle/Federal Way, WA. They are two condominiums in a gated community and are professionally managed by Agilon Properties. Our Property Manager is Teresa Warner. We have no ownershi/Co-owner of rental properties owned./01.2006/0/0/I co-own the property with my husband. We receive tax forms from Agilon Properties yearly to submit to our tax professional who files our taxes on our behalf. We make final decisions with a phone call when tenants change in case there are two or more qualified renters vying to rent the properties at any moment in time. Those phone calls or emails take a few minutes of our time. Our property manager has the tenants sign one year leases. We don't spend any other time or energy on the properties. W Co name: NETLAW INC / emp dates: 0919 TO PRESENT/ INVESTMENT RELATED: NO /address: 12910 SHELBYVILLE ROAD SUITE 124 LOUISVILLE, KY 40243/ position: REPRESENTATIVE / nature of business: DIGITAL ESTATE PLANNING DOCUMENTS / hrs work monthly: 5/Sec trading hrs: 0 / duties: WHEN A CLIENT IS INTERESTED IN ESTATE PLANNING DOCUMENTS, I CAN OFFER THIS SERVICE TO THEM OBA Amendment Update: "NETLAW INC" Co name: EVERGREEN EYE CARE PLLC / emp dates: 0919 TO PRESENT/ INVESTMENT RELATED: NO /address: 1319 NE 134TH STREET SUITE 107 VANCOUVER, WA 98685/ position: PATIENT CARE COORDINATOR / nature of business: PRIVATE OPTOMETRIC (EYE CARE) OFFICE PROVIDING EXAMINATIONS, GLASSES, AND CONTACT LENSES TO PATIENTS / hrs work monthly: 176/Sec trading hrs: 8 / duties: PROVIDE SUPPORT TO DOCTORS AND STAFF BY ANSWERING PHONES, MAKING PATIENT APPOINTMENTS, ORDERING SUPPLIES, AND OTHER ADMINISTRATIVE DUTIES AS ASSIGNED OBA Amendment Update: "EVERGREEN EYE CARE PLLC"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-21 |
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