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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 | 2020-06-10 |
| UT | RA | APPROVED | 2018-03-28 |
Branch Locations
10653 S. River Front Pkwy Suite 190, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | South Jordan | UT | 04/2011 | Present |
| Silver Reflections Photography | West Jordan | UT | 04/2004 | Present |
| Transamerica Financial Advisors, Inc | South Jordan | UT | 01/2012 | Present |
| Debtmerica | South Jordan | UT | 07/2016 | 03/2022 |
| Widdison Enterprises | South Jordan | UT | 03/2018 | Present |
| Wealthwave | South Jordan | UT | 03/2024 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WIDDISON ENTERPRISES/NOT INVESTMENT RELATED/OWNER/3.1.2018/11100 S. RIVER HEIGHTS DRIVE, D200, SOUTH JORDAN, UT 84095/IT IS A PASS-THROUGH ENTITY FOR WFG AND TFA BUSINESS SILVER REFLECTIONS PHOTOGRAPHY/NO/8558 SOUTH 6465 WEST WEST JORDAN, UT 84081|PHOTOGRAPHY-OWNER/OPERATOR STARTED 04/2004 2-4 HOURS DEDICATED A MONTH NOT DURING SECURITIES TRADING HOURS Duties include: Taking picturs and assisting clients with photography needs WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2024 ADDRESS: 10653 S Riverfront Parkway, Suite 190, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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