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_RES | 2022-06-13 |
| UT | RA | APPROVED | 2012-01-06 |
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 | 11/2010 | Present |
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 01/2012 | Present |
| Mastery Llc Dba Truknow | Herriman | UT | 11/2011 | Present |
| Managed Wealth Financial | South Jordan | UT | 10/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc MASTERY LLC DBA TRUKNOW; NOT INVESTMENT RELATED; 5163 WEST EMMELINE DRIVE, HERRIMAN UT 84096; AN ONLINE MENTORING AND TRAINING TOOL FOR RELATIONSHIP BUILDING; OWNER/OPERATOR; 11/2011; 80-160 HRS/MONTH; OWNER/OPERATOR MANAGED WEALTH FINANCIAL POSITION: agent NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2016 ADDRESS: 10653 S River Front Pkwy Suite 100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-11 |
Reach out to this advisor