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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-30 |
Branch Locations
2700 Richards Road Suite 204A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Bellevue | WA | 02/2024 | Present |
| Wfgia | Bellevue | WA | 11/2020 | Present |
| Adverum | Redwood City | CA | 02/2020 | 04/2021 |
| Magnit | S San Fran | CA | 05/2019 | 10/2022 |
| Philips Healthcare | Bothell | WA | 03/2018 | 05/2019 |
| Prounlimited | South San Francisco | CA | 10/2010 | 04/2018 |
| 4Dmt | Emeryville | CA | 01/2024 | 05/2025 |
| Notary Public-Washington | Bellevue | WA | 02/2024 | Present |
| World System Builders (Wsb) | Bellevue | WA | 06/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). NOTARY PUBLIC-WASHINGTON POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2024 ADDRESS: 3150 Richards Road, #190, Bellevue WA 98005, United States DESCRIPTION: Notary public for helping potential client doing simple will. WORLD SYSTEM BUILDERS (WSB) POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/29/2026 ADDRESS: , Bellevue WA , United States DESCRIPTION: WFG and TFA Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-10 |
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