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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 | 2026-01-28 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Salt Lake City | UT | 09/2002 | 01/2026 |
| Farmers Financial Solutions | Salt Lake City | UT | 10/2002 | 01/2026 |
| Transamerica Financial Advisors | South Jordan | UT | 01/2026 | Present |
| Wfgia | South Jordan | UT | 01/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-14 |
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