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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2012-01-06
  • UT RA
    APPROVED
    Since 2012-01-06

Branch Locations

1133 N. Main Street Suite 229, Layton, UT 84041 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group, Ia Layton UT 06/2001 Present
Altius Health Plans South Jordan UT 09/2002 Present
Strong Families 101.COm Eagle Mountain UT 04/2009 Present
Secure Horizons By United Healthcare West Valley City UT 10/2009 Present
Regence Blue Cross Blue Shield Salt Lake City UT 10/2009 Present
Transamerica Financial Advisors, Inc Layton UT 01/2012 Present
Humana Lexington KY 12/2013 Present
Select Health (Intermountain Healthcare) Salt Lake City UT 12/2013 Present
Guarantee Trust Life Glenview IL 05/2017 Present
Molina Healthcare Midvale UT 09/2019 Present
Cigna Nashville TN 10/2020 Present
Stratospheric Llc Orem UT 05/2021 Present
Dental Select (Subsidiary Of Ameritas) Sandy UT 06/2021 Present
Health Matching Account Services, Inc Houston TX 09/2021 10/2025
Snowbasin Ski Resort Huntsville UT 12/2023 Present
Stoneprint Capital, Llc. Orem UT 05/2024 Present
Manhattan Life Houston TX 09/2024 Present
Devoted Health Egan MN 10/2025 Present
Ncd Dallas TX 04/2026 Present
  • 06/2001 → Present
    World Financial Group, Ia
    Layton, UT
  • 09/2002 → Present
    Altius Health Plans
    South Jordan, UT
  • 04/2009 → Present
    Strong Families 101.COm
    Eagle Mountain, UT
  • 10/2009 → Present
    Secure Horizons By United Healthcare
    West Valley City, UT
  • 10/2009 → Present
    Regence Blue Cross Blue Shield
    Salt Lake City, UT
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Layton, UT
  • 12/2013 → Present
    Humana
    Lexington, KY
  • 12/2013 → Present
    Select Health (Intermountain Healthcare)
    Salt Lake City, UT
  • 05/2017 → Present
    Guarantee Trust Life
    Glenview, IL
  • 09/2019 → Present
    Molina Healthcare
    Midvale, UT
  • 10/2020 → Present
    Cigna
    Nashville, TN
  • 05/2021 → Present
    Stratospheric Llc
    Orem, UT
  • 06/2021 → Present
    Dental Select (Subsidiary Of Ameritas)
    Sandy, UT
  • 09/2021 → 10/2025
    Health Matching Account Services, Inc
    Houston, TX
  • 12/2023 → Present
    Snowbasin Ski Resort
    Huntsville, UT
  • 05/2024 → Present
    Stoneprint Capital, Llc.
    Orem, UT
  • 09/2024 → Present
    Manhattan Life
    Houston, TX
  • 10/2025 → Present
    Devoted Health
    Egan, MN
  • 04/2026 → Present
    Ncd
    Dallas, TX
Previous Registrations
Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Stratospheric LLC / 0521-Present / Investment Related: Yes / 1177 s 800 E Suite 145 Orem, UT 84097 / Member-President / Financial - Health Services / Hrs Work Monthly: 1 / Sec Trading Hrs: 0/ Strong Families 101.com / 0409-Present/ Investment Related: No /Eagle Mountain, Utah/ Owner/ Nature approved OBA #22 Teacher / Hrs Work Monthly: 10% / Sec Trading Hrs: / I will be organizing events, writing web pages. STONEPRINT CAPITAL, LLC. \ POSITION: Member Partner NATURE: Real estate sales, rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 51 W Center Street, Suite 216, Orem UT 84057 \ DESCRIPTION: LLC for current or future properties acquired. MANHATTAN LIFE POSITION: Independent agent NATURE: Dental, Vision, Hospital indemnity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/27/2024 ADDRESS: 10777 Northwest FWY, Houston TX 77092, United States DESCRIPTION: I will only be utilizing the company for its health products. Namely dental, vision and hospital indemnity products. Altius - Coventry Health Care /0902-Present / Investment Related: No/ 10421 South Jordan Gateway South Jordan, Utah 84095 / Independent Agent/Health Insurance / Hrs Work Monthly: 0 / Sec Trading Hrs: 0/ Selling Health Insurance Health Insurance / 1299-Present/ Investment Related: No / State of Utah/ Independent Agent / Health Insurance/ Hrs Work Monthly: 5% / Sec Trading Hrs: 5% / Sell individuals & Businesses health insurance policies and LTC Policies or Medicare supplements CIGNA|NOT INVESTMENT RELATED|PO BOX 20001. NASHVILLE, TN 37202|HEALTH INSURANCE SALES|HEALTH INSURANCE ADVISOR|10.15.2020|10 HOURS A MONTH|1 HOUR DURING SECURITIES TRADING|CONTACT NEW CLIENTS, SIGN THEM UP AS NEW MMEMBERS, KEEP TRACK OF MY NEW MEMBERS. HUMANA; NOT INVESTEMENT RELATED; P.O. BOX 14601, LEXINGTON KY 40512; Medicare plans SELECT HEALTH (INTERMOUNTAIN HEALTHCARE); NOT INVESTMENT RELATED; 36 S. STATE STREET, SALT LAKE CITY, UT 84111; Health plans Guarantee Trust Life/No/1275 Milwaukee Avenue/Glenview/IL/60025/Insurance sales/Agent/05.08.2017/5/0/Sales for additional medical coverage for medicare beneficiaries when needed to fill any gaps in coverage. Molina Healthcare/ 0919-Present/ Investment Related: No / 7050 Union Park Center, Number 200 Midvale UT 84047 /Health Insurance Advisor/Selling their product designed to give additional medical coverage to Medicare beneficiaries / Hrs Work Monthly: 10/ Sec Trading Hrs: 1 /Contact new clients. Secure Horizons by United Healthcare /0907-present / Investment Related: No /2525 Lake Park Blvd West Valley City, Utah 84125/ Independent Agent/ Selling Health Insurance / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 Altius Health Plans | yes - investment releated | South Jordan, Utah | Health Agent | From 9/2002. Strong Families 101.com | from 4/2009 | EAgle Mountain, Utah | Yes - investment related | Owner. Regence Blue Cross Bue Shield | from 10/2009 | yes investment related | SLC, Utah | sell health insurance. Snowbasin | From 12/2023 | not investment related | Huntsville, Utah | Ski Instructor. Dental Select | From 06/2021| Agent | Sandy, Utah | Not investment related. DEVOTED HEALTH: Healthcare Advisor NATURE: Health Insurance INVESTMENT : No HOURS: 2 SECURITIES hours: 1 START DATE: 10/29/2025. PO Box 211037, Egan MN 55121 DESCRIPTION: Help set up clients NCD POSITION: Dental insurance advisor NATURE: Dental insurance company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2026 ADDRESS: 5473 Blair Road, Ste 100 PMB 70038, Dallas TX 75231, United States DESCRIPTION: Contact current medicare clients or others who express interest in obtaining Dental insurance. Quote and setup plans for those interested parties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-08
S63 Uniform Securities Agent State Law Examination 1999-09-17
  • S65 Uniform Investment Adviser Law Examination
    2005-03-08
  • S63 Uniform Securities Agent State Law Examination
    1999-09-17
Other Names
  • Boyd Fredrick Curtis

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