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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

189 S State Street Ste 200, Clearfield, UT 84015 • 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
Albertson'S, Inc. North Salt Lake UT 06/1998 01/2022
World Financial Group, Inc. Clearfield UT 06/2006 Present
Transamerica Financial Advisors, Inc Clearfield UT 01/2012 Present
Wealthwave Clearfield UT 09/2024 Present
Kaysville City Kaysville UT 09/2024 Present
Davis County School District Farmington UT 04/2025 Present
  • 06/1998 → 01/2022
    Albertson'S, Inc.
    North Salt Lake, UT
  • 06/2006 → Present
    World Financial Group, Inc.
    Clearfield, UT
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Clearfield, UT
  • 09/2024 → Present
    Wealthwave
    Clearfield, UT
  • 09/2024 → Present
    Kaysville City
    Kaysville, UT
  • 04/2025 → Present
    Davis County School District
    Farmington, UT
Previous Registrations
  • 2009-04-09 → 2012-01-06
    Investment Advisors International, Inc.
    Pleasant Grove, UT
    Draper, UT
Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. KAYSVILLE CITY POSITION: Cemetery work NATURE: Kaysville city business INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 8 START DATE: 09/30/2024 ADDRESS: 23 E Center St, Kaysville UT 84037, United States DESCRIPTION: Help maintain the cemetery and parks as needed WEALTHWAVE POSITION: agent NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 09/23/2024 ADDRESS: 189 So State St, Clearfield UT 84025, United States DESCRIPTION: WFG Co-Brand DAVIS COUNTY SCHOOL DISTRICT POSITION: Substitute Bus Driver NATURE: Public School INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 4 START DATE: 04/25/2025 ADDRESS: 45 E State St, Farmington UT 84025, United States DESCRIPTION: Drive School buses as needed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-28
S63 Uniform Securities Agent State Law Examination 2005-02-12
  • S65 Uniform Investment Adviser Law Examination
    2009-03-28
  • S63 Uniform Securities Agent State Law Examination
    2005-02-12
Other Names
  • Samuel R. Paget
  • Samuel R. Paget

View on SEC IAPD

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