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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_RES | 2025-01-24 |
| UT | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | S. Jordan | UT | 04/2004 | Present |
| Grenko Financial Llc | Lindon | UT | 12/2009 | 10/2024 |
| Transamerica Financial Advisors, Inc | Orem | UT | 01/2012 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-27 |
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