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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-21 |
| UT | RA | APPROVED | 2018-06-27 |
Branch Locations
10653 S. River Front Pkwy Suite 190, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | South Jordan | UT | 10/2002 | Present |
| Transamerica Financial Advisors, Llc | South Jordan | UT | 01/2012 | Present |
| Jackman Financial Inc. | Eagle Mountain | UT | 05/2007 | Present |
| Debtmerica | Santa Ana | CA | 03/2012 | 02/2022 |
| Stonehill National | Salt Lake City | UT | 12/2012 | Present |
| Inner Circle Llc | Eagle Mountain | UT | 03/2015 | 09/2021 |
| Lspn Pro, Llc | Lindon | UT | 07/2021 | Present |
| Managed Wealth Financial | South Jordan | UT | 12/2015 | Present |
| Inheritguard, Llc | Sheridan | WY | 07/2024 | 12/2025 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc STONEHILL NATIONAL, 257 EAST 200 SOUTH SUITE 100, SALT LAKE CITY UT, NON-INVESTMENT RELATED, START DATE 12/14/2012, HEALTH INSURANCE PRODUCER, 12HRS PER MONTH JACKMAN FINANCIAL INC/ 0507-Present / Investment Related: Yes / EAGLE MOUNTAIN, UT / PRESIDENT / NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 / NA Managed Wealth Financial / 1215-Present / Investment Related: Yes / South Jordan, UT / NA / NA/ NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 / NA / NA LSPN Pro, LLC / 0721-Present / Investment Related: Yes / Sheridan, WY / NA / NA/ NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 / NA / NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-15 |
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