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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-01-06 |
Branch Locations
1133 N. Main Street Suite 229, Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Powerhouse Llc | South Ogden | UT | 09/2002 | Present |
| Wfgia | Layton | UT | 10/2007 | Present |
| Transamerica Financial Advisors, Inc | Layton | UT | 01/2012 | Present |
| Comfort Solutions | Ogden | UT | 05/2012 | Present |
| Us Air Force Reserve Hq Amc A4Tr | Scott Afb | IL | 12/2013 | 09/2019 |
| Kl Marketing Llc | Syracuse | UT | 12/2014 | Present |
| Debtmerica | Santa Ana | CA | 08/2016 | 02/2022 |
| Comfort Construction | Ogden | UT | 08/2021 | Present |
| Managed Wealth Financial | South Jordan | UT | 01/2018 | Present |
| Wealthwave | Alpharetta | GA | 01/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. COMFORT CONSTRUCTION|NOT INVESTMENT RELATED|1470 WALL AVE. ODEN, UT 84404|HEATING AIR CONDITIONING|FLEET MANAGER, DESGNING|08/31/21|160 HRS A MONTH|7 HRS DURING SECURITIES TRADING|MANAGE FLEET AND DESIGN SYSTEM FOR NEW CONSTRUCTION. COMFORT SOLUTIONS LLC; NOT INVESTMENT RELATED; 1470 WALL AVE, ODGEN UT; INSTALL/SERVICE HEATING, AIR CONDITIONING, FIREPLACES, AND MAKEUP AIR IN RESIDENTIAL AND LIGHT COMMERCIAL; DUCT DESIGNER/OFFICE STAFF; 05/2012; 160 HRS/MONTH; DESIGN DUCTING FORNEW & REMODELED HOMES, VEHICLE MAINTENANCE, SOMETIMES SALES TOTAL POWERHOUSE LLC; NOT INVESTMENT RELATED; 5532 S 700 E, SOUTH OGDEN UT; PHOTOGRAPHY, BUSINESS FLOWTHRU; PRESIDENT/OWNER; 09/2002; 4 HRS/MONTH; PHOTOGRAPHY AND MANAGEMENT. KL MARKETING LLC; NOT INVESTMENT RELATED; 3772 JUPITOR HILLS DR, SYRACUSE UT 84075; MORTGAGE LEADS; LEAD GENERATOR; 12/2014; 12 HRS/MONTH; PROVIDE LEADS MANAGED WEALTH FINANCIAL POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 10653 S River Front Pkwy #100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2022 ADDRESS: 3030 Royal Blvd, S Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2011-07-30 |
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