Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
| UT | RA | APPROVED | 2023-06-01 |
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 |
|---|---|---|---|---|
| Wfgia | So. Jordan | UT | 02/2007 | Present |
| Debtmerica Relief | Santa Ana | CA | 11/2011 | 01/2022 |
| Transamerica Financial Advisors, Llc | So. Jordan | UT | 01/2012 | Present |
| Perpetual Legacy Financial Llc | Taylorsville | UT | 05/2012 | Present |
| Managed Wealth Financial | South Jordan | UT | 01/2018 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Managed Wealth FinancialSouth JordanUtahUnited StatesYesNone 01/2018PRESENT PERPETUAL LEGACY FINANCIAL LLC, NON-INVESTMENT RELATED, 4099 W 6305 S, TAYLORSVILLE, UT 84129, CO-BRANDED NAME CONDUCTING THE SAME BUSINESS AS MANAGED WEALTH FINANCIAL AND TFA, OFFICER, 200 HRS/MO, EVERYTHING IS THE SAME AS WHAT I'M DOING WITH MANAGED WEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-02 |
Reach out to this advisor