Bryan D Linder

Current Employers

Employment History

• 12/2002 → Present
  Wfgia
  Alpharetta, GA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Alpharetta, GA
• 05/2014 → Present
  Linder Legacy Group, Llc
  Mckinney, TX
• 01/2019 → 07/2020
  Dominic General Llc
  Plano, TX
• 10/2020 → 03/2022
  New Era Life Ins Companies, Philadelphia Life Health Ins Only
  Plano, TX
• 09/2021 → 07/2025
  Inter Vivos
  Lindon, UT
• 07/2025 → Present
  Newlaw
  Louisville, KY

Previous Registrations

• 2008-11-04 → 2012-01-06
  Investment Advisors International, Inc.
  Round Rock, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC." LINDER LEGACY GROUP, LLC; NOT INVESTMENT RELATED; 8404 TWIN OAKS DRIVE, MCKINNEY TX 75070; I AM SETTING UP AN LLC FOR TAX PURPOSES TO FLOW COMMISSIONS THROUGH AND PAY MYSELF A SALARY; MANAGING MEMBER; 5/2014; 0 HRS/MONTH; EMPLOYEE OF THE LLC NEWLAW POSITION: Referral Source NATURE: Wills, Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2025 ADDRESS: 12910 Shelbyville Rd, Louisville KY 40243, United States DESCRIPTION: I will refer client's looking for help setting up a will, trust or estate plan. I will spend less than 2% of my day on this service but would like to have this option for my clients looking for this type of service as I won't give legal advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-22
• S63 Uniform Securities Agent State Law Examination
  2003-01-24