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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED_RES | 2021-10-20 |
| OR | RA | APPROVED | 2012-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Portland | OR | 04/2002 | Present |
| Bruce A. Bailey Pc | Portland | OR | 09/2004 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Wealthwave | Johns Creek | GA | 06/2023 | Present |
| Netlaw | Louisville | KY | 08/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Bruce A Bailey PC/ 0904-Present / Investment Related: No/ Portland, OR / Corp officer/ NA/ Hrs Work Monthly: .001/ Sec Trading Hrs: .001 / NA NETLAW POSITION: Referral Partner NATURE: Estate Planning Legal Documents INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/08/2025 ADDRESS: 12910 Shelbyville Road, Louisville KY 40243, United States DESCRIPTION: Refer clients in need of wills and trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-06 |
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