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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-03
NC RA APPROVED 2020-10-27
UT RA APPROVED 2015-01-07
  • TX RA
    APPROVED_RES
    Since 2023-08-03
  • NC RA
    APPROVED
    Since 2020-10-27
  • UT RA
    APPROVED
    Since 2015-01-07

Branch Locations

10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Beehive Auto, Inc. Salt Lake City UT 12/2004 08/2017
World Financial Group, Inc. South Jordan UT 01/2012 Present
Transamerica Financial Advisors, Inc South Jordan UT 05/2014 Present
Beehive Real Holdings Inc. West Valley City UT 06/2006 08/2017
Awesome Benefit Advisors Sandy UT 05/2016 01/2018
Managed Wealth Financial South Jordan UT 01/2015 Present
Wealthwave Johns Creek GA 01/2015 Present
Braun Holdings Llc South Jordan UT 11/2025 Present
  • 12/2004 → 08/2017
    Beehive Auto, Inc.
    Salt Lake City, UT
  • 01/2012 → Present
    World Financial Group, Inc.
    South Jordan, UT
  • 05/2014 → Present
    Transamerica Financial Advisors, Inc
    South Jordan, UT
  • 06/2006 → 08/2017
    Beehive Real Holdings Inc.
    West Valley City, UT
  • 05/2016 → 01/2018
    Awesome Benefit Advisors
    Sandy, UT
  • 01/2015 → Present
    Managed Wealth Financial
    South Jordan, UT
  • 01/2015 → Present
    Wealthwave
    Johns Creek, GA
  • 11/2025 → Present
    Braun Holdings Llc
    South Jordan, UT
Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." MANAGED WEALTH FINANCIAL | WFGIA CO-BRAND COMPANY | MARKETING | 01/2025 | INVESTMENT RELATED - YES | SOUTH JORDAN, UT WEALTHWAVE | 01/2015 | WFGIA CO-BRAND COMPANY | MARKETING | INVESTMENT RELATED - YES | JOHNS CREEK, GA AWESOME INSURANCE; 9/15/2015; YES RELATED; 80 NORTH 850 E, LEHI, UT 84043; INDEPENDENT AGENT; 10 HRS/MO; 1 TRADING; HEALTH SHARE COVERAGE; TALKING WITH BUSINESS OWNERS ABOUT OPTIONS FOR HEALTH COVERAGE. BRAUN HOLDINGS LLC POSITION: shareholder NATURE: Golf lab/ golf simulator INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2025 ADDRESS: 2383 Jordan Haven Court, South Jordan UT 84095, United States DESCRIPTION: none shareholder only

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-04
S65 Uniform Investment Adviser Law Examination 2015-01-02
  • S63 Uniform Securities Agent State Law Examination
    2015-05-04
  • S65 Uniform Investment Adviser Law Examination
    2015-01-02
Other Names
  • Donb Braun
  • Don Braun

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