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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-11 |
Branch Locations
980 John Adams Parkway, Idaho Falls, ID 83401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Idaho Falls | ID | 04/2018 | Present |
| Wfgia | Idaho Falls | ID | 06/2015 | Present |
| Bechtel Marine Propulsion Corp0Ration | Idaho National Lab | ID | 01/2004 | Present |
| Rental Property | Island Park | ID | 09/2018 | 04/2021 |
| Netlaw-Protect Wealth | Louisville | KY | 02/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BECHTEL MARINE PROPULSION CORP0RATION/Investment Related - No/RT. 20/26 and Lincoln road Scoville, ID 83415/we support the nuclear NAVY/Radcon/01.2004/172/0/I monitor work being performed NETLAW-PROTECT WEALTH / emp dates: 0220 TO PRESENT/ INVESTMENT RELATED: NO /address: 12910 SHELBYVILLE ROAD SUITE 124 LOUISVILLE, KY 40243/ position: INDEPENDENT CONTRACTOR / nature of business: ESTATE PLANNING/hrs work monthly: 2/Sec trading hrs: 0/ duties: THEY WILL PROVIDE THE ESTAE PLANNING PAPER WORK FOR MY CLIENTS THAT WANT A TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-04 |
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