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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-10-23 |
Branch Locations
745 W. Bridge Street Suite G, Blackfoot, ID 83221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Blackfoot | ID | 06/2014 | Present |
| World Financial Group, Inc. | Blackfoot | ID | 10/2012 | Present |
| Doutre Professional Services | Blackfoot | ID | 12/1999 | Present |
| Teton Stage Line | Blackfoot | ID | 02/2019 | Present |
"Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Doutre Professional Services/1102-Present/Investment Related - No/2395 Clover Ln., Blackfoot, Id 83221/Principle Providing Professional Counseling, Writing, Contract Negotiations, Permitting, Construction Management, Tutoring, Data Entry, Permitting With Regulatory Agencies, And Any Other Related Activity. / Hrs Work Monthly: 150/ Sec Trading Hrs: 150/Person Doing The Work Or Overseeing Of The Activities Of The Company. Teton Stage Line / 0219-Present / Investment Related: No /5 North 550 West, Blackfoot, Id 83221 / Bus Driver / Driving School and Charter Bus / Hrs Work Monthly: 100 / Sec Trading Hrs: 2 / Details Are Outlined In The Class A Cdl Manuals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-05 |
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