Jeffrey Lynn Bunderson

Current Employers

Employment History

• 08/1999 → Present
  Rmf Productions
  Clearfield, UT
• 06/2001 → Present
  Wfgia
  Layton, UT
• 05/2008 → 02/2020
  Boy Scouts Of America
  Clearfield, UT
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Layton, UT
• 08/2014 → 03/2022
  Debtmerica
  Santa Ana, CA
• 01/2015 → 01/2025
  Kl Marketiing Llc
  Syracuse, UT
• 10/2020 → Present
  Net Law Group, Inc.
  Louisville, KY
• 08/2021 → Present
  Legacyshield Solutions, Inc
  Ponte Vedra Beach, FL
• 01/2018 → Present
  Managed Wealth Financial
  South Jordan, UT
• 01/2018 → Present
  Wealthwave
  Alpharetta, GA
• 08/2024 → Present
  Utah High School Athletics Association
  Midvale, UT

Previous Registrations

• 2007-07-26 → 2012-01-06
  Investment Advisors International, Inc.
  Layton, UT
  Layton, UT

Other Businesses

"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." LegacyShield Solutions, Inc | NOT INVESTMENT RELATED | 830 A1A North, Suite 13-139 Ponte Vedra Beach, FL- Florida 32082 | https://legacyshield.com | Provide legal documents / no title | START DATE: 8/30/2021 | 1HR/MO-0HR DURING TRADING | No activities unless a client likes their service and pays them to create a trust. NET LAW GROUP, INC.|NOT INVESTMENT RELATED|12910 SHELBYVILLE RD, SUITE 124. LOUISVILLE, KY 40243|ESTATE PLANNING SERVICES|INDEPENDENT CONTRACTOR|10.16.2020|1 HOUR A MONTH|0 HOUR DURING SECURITIES TRADING|I WILL USE THIS COMPANY TO SET UP THE ESTATE PLANNING PORTION OF THE MILLION DOLLAR BABY CONCEPT. RMF PRODUCTIONS/NO/CLEARFIELD,UT/OWNER/08-1999 WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/03/2022 ADDRESS: 3030 Royal Blvd., S Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand MANAGED WEALTH FINANCIAL POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 10653 River Front Pkwy, Ste 100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand UTAH HIGH SCHOOL ATHLETICS ASSOCIATION POSITION: Referee NATURE: Officiating at high school and little league sports INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2024 ADDRESS: 199 E Fort Union Blvd., Midvale UT 84047, United States DESCRIPTION: I will be a referee for little league and high school football games. The little league games will be on Saturdays and the high school will be on Thursday and Friday evenings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-11
• S63 Uniform Securities Agent State Law Examination
  2000-07-20