Holly Williamson

Current Employers

Employment History

• 07/2018 → Present
  Notary
  Dallas, OR
• 09/2014 → Present
  Netlaw
  Dallas, OR
• 10/2019 → Present
  Wealthwave
  Dallas, OR
• 01/2023 → Present
  Transamerica Financial Advisors, Inc
  Portland, OR
• 09/2014 → Present
  World Financial Group, Inc. Ia
  Portland, OR
• 05/2023 → Present
  City Of Dallas Buget Committee
  Dallas, OR
• 10/2023 → Present
  Polk County Resource Center
  Dallas, OR
• 09/2014 → Present
  Holly & Her Magic Cleaning Crew
  Dallas, OR
• 12/2023 → Present
  Expert Traffic Control
  Tualatin, OR
• 05/2025 → 05/2025
  Dallas City Council
  Dallas, OR
• 12/2023 → Present
  Expert Traffic Control
  Tualatin, OR
• 11/2025 → Present
  Inheritguard
  Sheridan, WY

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Polk County resource Center | 10/2023 | no title | investment related | Dallas, OR NOTARY/Investment Related - No/688 SW Glen St Dallas, OR 97338 971-600-8015/Notarizing important estate planning documents. /Owner/07.2018/1/0/Notarizing NETLAW/Investment Related - No/688 SW Glen St, Dallas OR 97338 971-600-8015/Provides estate planning documents for people. /sales associate/09.2014/5/0/Referring this to clients to fill out document. WEALTHWAVE/Investment Related - Yes/688 SW Glen St Dallas, OR 97338/Education/Educator/10.2019/4/2/Classes. CITY OF DALLAS BUGET COMMITTEE POSITION: Committee Member NATURE: committee member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2023 ADDRESS: 187 SE Court St, Dallas OR 97338, United States DESCRIPTION: Give feedback on the city budget and help put the budget together to be approved by the city council. EXPERT TRAFFIC CONTROL POSITION: Admin NATURE: Paperwork INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2023 ADDRESS: 17705 SW Pacific Hwy, Tualatin OR 97062, United States DESCRIPTION: Once a day after business hours, 5pm, follow up with some emails and data enntry for the days work. HOLLY & HER MAGIC CLEANING CREW POSITION: Owner NATURE: Cleaning Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2014 ADDRESS: 688 SW Glen St, Dallas OR 97338, United States DESCRIPTION: I clean for people in their homes. Also for a Airbnb. EXPERT TRAFFIC CONTROL POSITION: Business Operations and Process Manager NATURE: Flagging INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 3 START DATE: 12/12/2023 ADDRESS: 17705 SW Pacific Hwy, Tualatin OR 97062, United States DESCRIPTION: I help oversee the invoicing dept, and some of the online systems related to the business. I help stream line the processes and efficiency. I do a lot of this in the evenings and on weekends. I work from home and set my own hours. INHERITGUARD POSITION: Agent NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/19/2025 ADDRESS: 30 N Gould Street, STE 41954, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-27
• S65 Uniform Investment Adviser Law Examination
  2022-12-13

Other Names

• Holly Lynn Watkins
• Holly Ramsdale