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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-04-13 |
| WA | RA | APPROVED | 2026-04-09 |
Branch Locations
University Place, WA • United States
1380 Sw Westpark Suite 12, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bds Analytics | Boulder | CO | 04/2018 | 01/2020 |
| Transamerica Financial Advisors, Llc | Bellevue | WA | 03/2025 | 12/2025 |
| Wfgia | Bentonville | AR | 01/2025 | Present |
| Equitable | Bellevue | WA | 07/2023 | 12/2024 |
| Powerfoods Llc | University Place | WA | 03/2017 | Present |
| Destiny Packaging | Monterey | CA | 08/2014 | 06/2019 |
| Transamerica Financial Advisors | Bentonville | AR | 04/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Powerfoods, LLV Investment Related? No University Place, WA Pass through entity President Start date 3/2017 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-27 |
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