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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-03-16 |
Branch Locations
355 118Th Ave Se Suite 100A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bellevue | WA | 03/2022 | Present |
| World Financial Group | Bellevue | WA | 03/2020 | Present |
| We Speak Medicare | Tacoma | WA | 03/2020 | 07/2025 |
| Bowie Trading Llc | Tacoma | WA | 09/2017 | 10/2021 |
| Homemaker | Dupont | WA | 06/2016 | 09/2017 |
| American Income Life | Redmond | WA | 12/2019 | 02/2020 |
| Safe Harbor Health Insurance Inc. | Bellevue | WA | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc SAFE HARBOR HEALTH INSURANCE INC. POSITION: agent NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 355 118TH AVE SE, SUITE 104, BELLEVUE WA 98005, United States DESCRIPTION: help safe harbor licensed agent trainings and help client with Medicare plan choices , i.e. part c and part d and Supplement plans
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
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