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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-23 |
| UT | RA | APPROVED | 2026-02-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 03/2017 | 07/2018 |
| Morgan Stanley | South Jordan | UT | 06/2014 | 03/2017 |
| Timpanogos Regional Medical Services | Orem | UT | 11/2015 | 03/2017 |
| Uber | Provo | UT | 10/2016 | 03/2017 |
| Lyft | Provo | UT | 12/2016 | 03/2017 |
| Columbia Trading And Services | Provo | UT | 08/2018 | 02/2019 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 03/2019 | 07/2022 |
| Sarang Yeah Llc | Provo | UT | 08/2022 | 08/2024 |
| Sarang Yeah Ii Llc | Orem | UT | 06/2023 | 03/2024 |
| Chuk's Kitchen | Provo | UT | 11/2023 | 09/2025 |
| Durante Insurance & Services | Las Vegas | NV | 10/2024 | Present |
| Chuk Che Dba Emma Financial | Eagle Mountain | UT | 11/2024 | 01/2026 |
| Door Dash | San Francisco | CA | 12/2025 | Present |
| Wfgia | Orem | UT | 01/2026 | Present |
| Transamerica Financial Advisors | Orem | UT | 02/2026 | Present |
| Netlaw | Louisville | KY | 01/2026 | Present |
| Berwick Insurance Group | Tucson | AZ | 06/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Chuk's Kitchen LLC Investment Related? NO Provo, UT Food service Owner Start date 11/2023 0 hours, not active at present. 2.) Durante Insurance & Services Investment Related? NO Las Vegas, NV P&C Insurance Independent Agent Start date 10/2024 20 hours per month, 1 hour per day during trading. 3.) Door Dahs Investment Related? NO San Francisco, CA Dasher Start date 12/2025 90 hours per month, 2 hours per day during trading. NETLAW POSITION: Referral Partner NATURE: Living Trust document INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2026 ADDRESS: 12910 Shelbyville Road, Louisville KY 40243, United States DESCRIPTION: My involvement with this OBA consists of introducing the program to clients, referring interested individuals to the provider, and assisting clients with entering their information into the platform for trust document preparation. I do not provide legal advice, interpret legal provisions, or customize documents beyond the platform's standard format. My role is strictly administrative in nature and limited to facilitating referrals and assisting with the enrollment and data entry process. BERWICK INSURANCE GROUP POSITION: agent NATURE: National Marketing Organization (NMO) providing carrier contracting, training, and support for independent agents selling Medicare and health insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2026 ADDRESS: 4576 E Camp Lowell Drive, Tucson AZ 85712, United States DESCRIPTION: I am affiliated with Berwick Insurance Group as a licensed insurance producer for Medicare and health insurance products. Berwick serves as my National Marketing Organization (NMO) by providing carrier appointments, training, compliance support, and marketing resources. I am currently completing carrier appointments and onboarding. Once appointed, I will provide additional service in Medicare and health insurance, providing quotes, assisting with applications and enrollments, and servicing policies. I have not conducted any business or received any compensation through Berwick at this time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
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