Daniel Trujillo

Current Employers

Employment History

• 05/2003 → 04/2017
  Big 5 Sporting Goods
  South Ogden, UT
• 03/2012 → Present
  Transamerical Financial Advisors, Inc.
  Layton, UT
• 01/2015 → 02/2022
  Debtmerica
  Santa Ana, CA
• 01/2015 → 09/2025
  Kl Marketing Llc
  Syracuse, UT
• 06/2017 → 01/2020
  Kroger
  Layton, UT
• 01/2020 → Present
  Hill Air Force Base
  Afb, UT
• 03/2023 → Present
  Legacy Shield
  Ponte Vedra Beach, FL
• 04/2023 → Present
  Lspn Pro Llc
  Lindon, UT
• 01/2018 → Present
  Managed Wealth Financial
  South Jordan, UT
• 01/2018 → Present
  Wealthwave
  Alpharetta, GA
• 11/2025 → Present
  Big Block Financial
  Riverdale, UT

Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LSPN Pro LLC | 04/2023 | Lindon, Utah | Associate | Not investment related Legacy Shield | 03/2023 | Ponte Vedra Beach, FL | Not investment related | associate HILL AIR FORCE BASE / emp dates: 0120 TO PRESENT/ INVESTMENT RELATED: NO /address: 7981 GEORGIA STREET HILL AFB, UT 84056/ position: AIRCRAFT ENGINE MECHANIC / nature of business: MILITARY AVIATION/hrs work monthly: 160/Sec trading hrs: 9/ duties: REPAIR AND MAINTAIN AIRCRAFT ENGINES MANAGED WEALTH FINANCIAL POSITION: NA NATURE: Marketing INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2018 ADDRESS: 10653 S River Front Pkwy #100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2018 ADDRESS: 3030 Royal Blvd., G suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand BIG BLOCK FINANCIAL POSITION: Administrative Representative under Power Of Attorney NATURE: Administrative Claims Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2025 ADDRESS: 714 West 4350 South, Riverdale UT 84405, United States DESCRIPTION: I provide services to private individuals in which I act as a designated representative under a lawfully executed Power of Attorney. In this capacity, I assist clients with the administrative process of identifying, claiming, and recovering personal assets such as unclaimed property, dormant accounts, and similar holdings. The services involve reviewing documentation, preparing and submitting claims to appropriate institutions or government agencies, and communicating with relevant third parties on behalf of the client. This activity is strictly administrative in nature and does not involve offering or providing investment advice, securities recommendations, brokerage services, or financial planning. No securities, financial products, or investment accounts are opened or managed as part of this activity

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-01
• S63 Uniform Securities Agent State Law Examination
  2012-05-22