Bradley Lloyd Barker

Current Employers

Employment History

• 08/1978 → Present
  Bb Fabricators
  W. Jordan, UT
• 06/2001 → Present
  Wfg
  So. Jordan, UT
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  So. Jordan, UT
• 02/2013 → 12/2016
  Church Of Jesus Christ Of Latter Day Saints
  Salt Lake City, UT
• 01/2016 → Present
  Wealthwave
  Johns Creek, GA
• 06/2012 → Present
  Managed Wealth Financial
  South Jordan, UT
• 12/2024 → Present
  Integrated Trust Systems
  Scottsdale, AZ
• 12/2024 → Present
  Huntington Estates Water
  West Jordan, UT
• 05/2025 → Present
  Bb Educators
  West Jordan, UT
• 12/2025 → Present
  National Association Of Registered Social Security Analysts
  West Jordan, UT
• 02/2026 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO

Previous Registrations

• 2008-10-20 → 2012-01-06
  Investment Advisors International, Inc.
  Orem, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | 6/2023 | Johns Creek, GA | investment related | Cobrand company Managed Wealth Financial | Marketing | yes investment related | South Jordan, UT | 6/2012 BB FABRICATORS/No/3941 W 8250 S West Jordan UT 84088/Owner-sole proprieter/10-1978/consulting for former business owners on cabinet questions, usually no money changes hands, but occasionally it has, and that is the only reason I keep it INTEGRATED TRUST SYSTEMS POSITION: referral sales associate NATURE: estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/14/2024 ADDRESS: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up a proper estateplan to Integrated Trust Systems. HUNTINGTON ESTATES WATER POSITION: President NATURE: organizing the irrigation schedule for neighborhood INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2024 ADDRESS: 3881 W 8250 S, West Jordan UT 84088, United States DESCRIPTION: hold a meeting of all residents once a year, oversea schedule of irrigation for 48 homes on 1 acre lots. during irrigation season , from about april 1 thru Oct every year, supervise elections for officers BB EDUCATORS POSITION: President NATURE: records of my WFG/TFA business INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2025 ADDRESS: 3941 W 8250 S, West Jordan UT 84088, United States DESCRIPTION: managing the expenses of my TFA and WFG business NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS POSITION: analyst NATURE: social security analysis INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2025 ADDRESS: 3941 W 8250 S, West Jordan UT 84088, United States DESCRIPTION: help people that are looking for help with their claimiing of their social security benefit, 5-10 minutes gather basic information set them up with a client portal for them to upload their social security payments into the software, then meet with them in person or by phone or computer to explain how to read the software and the filing recomendations HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2026 ADDRESS: 8301 E Prentice Ave, suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I promote and provide financial education courses to businesses and employer groups as a Heartland CFEd

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-30
• S63 Uniform Securities Agent State Law Examination
  2001-06-28

Other Names

• Bradley Lloyd Barker