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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 | 2024-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Portland | OR | 06/2006 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Mid Valley Business Network | Salem | OR | 05/2016 | 09/2021 |
| Cherry City Professionals, A Bni Chapter | Salem | OR | 07/2018 | 12/2021 |
| Wfv Llc | Salem | OR | 05/2019 | 01/2024 |
| Wealthwave | Johns Creek | GA | 02/2023 | Present |
| Netlaw | Louisville | KY | 12/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WealthWavejohns CreekGeorgiaUnited StatesYesNone 02/2023PRESENT NETLAW POSITION: independent contractor NATURE: online estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2025 ADDRESS: 12910 Shelbyville RD Suite 124, Louisville KY 40243, United States DESCRIPTION: I will be an independent contractor who will receive a commission for referring client who needs estate planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-07 |
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