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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED_RES | 2024-07-03 |
Branch Locations
189 S State Street Ste 200, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Clearfield | UT | 06/2001 | Present |
| Royal'S Promotion Marketing | Farmington | UT | 10/1999 | Present |
| Transamerica Financial Advisors, Inc | Clearfield | UT | 01/2012 | Present |
| Regence Blue Cross Blue Shield | Farmington | UT | 07/2008 | 10/2017 |
| Wealthwave | Idaho Falls | ID | 01/2020 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Royal's Promotional Marketing/ not investment related/ owner / Farmington, Utah; WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 980 John Adams Parkway, Idaho Falls ID 83401, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-06 |
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