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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2019-10-09 |
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 |
|---|---|---|---|---|
| Wfgia | Bellevue | WA | 09/2009 | Present |
| Transamerica Financial Advisors, Llc | Bellevue | WA | 01/2012 | Present |
| Vail Resorts Co | Broomfield | CO | 11/2012 | 01/2019 |
| Ups | Seattle | WA | 01/2020 | Present |
| Lunch Lady Llc | Seattle | WA | 02/2022 | Present |
| Wealthwave | Seattle | WA | 03/2023 | Present |
| Ritz Carlton | Vail | CO | 07/2015 | 07/2019 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | WFGIA co-brand company | yes investment related | 6285 Ellis Ave S. Seattle, WA 98108 | 03/23/2023 Lunch Lady LLC / 0222-Present / Investment Related: No / 6285 Ellis Ave S Seattle, WA 98108 / Founder / Cultural Consulting / Hrs. Work Monthly: 15 / Sec Trading Hrs: 1 / None as of yet. But the plan is to help individuals - companies with culturally diverse issues and products UPS/emp dates: 0120 TO PRESENT/ INVESTMENT RELATED: NO /address: 3700 AIRPORT WAY SEATTLE, WA 98108/ position: CARGO HANDLER/ nature of business: AIRCARGO/hrs work monthly: LESS THAN 80/ Sec trading hrs: 4/ duties: FOR APPROXIMATELY 4 HOURS A DAY HANDLE AIR CARGO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-21 |
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