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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 | 2012-01-06 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Orem | UT | 08/2001 | Present |
| Transamerica Financial Advisors, Inc | Orem | UT | 01/2012 | Present |
| United States Census Bureau | Orem | UT | 09/2020 | 01/2024 |
| Managed Wealth Financial | South Jordan | UT | 01/2001 | Present |
| Wealthwave | Alpharetta | GA | 01/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 3030 Royal Blvd., Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand MANAGED WEALTH FINANCIAL SERVICES POSITION:NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 10653 S River Front Pkwy #100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-30 |
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