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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-29 |
| TX | RA | APPROVED_RES | 2021-04-27 |
| UT | RA | APPROVED | 2021-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors,Inc | Orem | UT | 02/2015 | Present |
| World Financial Group, Ia | Ore | UT | 10/2013 | Present |
| Timpanogos Emergency Physicians | Orem | UT | 04/2004 | 07/2022 |
| Da Anderson Llc | Orem | UT | 11/2020 | Present |
| Wealthwave | Johns Creek | GA | 06/2018 | Present |
| Managed Wealth Financial | South Jordan | UT | 01/2020 | Present |
| Modwella | Boise | ID | 04/2022 | Present |
| Monspura | Pleasant Grove | UT | 07/2022 | 11/2023 |
| Recovery In The Pines | Prescott | AZ | 04/2023 | 06/2025 |
| Integrated Trust Systems | Scottsdale | AZ | 09/2024 | Present |
| Salt Hydration And Wellness | Boise | ID | 04/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 01/2020PRESENTManaged Wealth FinancialSouth JordanUtahUnited StatesYesNA DA Anderson LLC | NOT INVESTMENT RELATED | 1140 E 680 N OREM, UT 84097 | 1140 E 680 N | An entity holding company | MEMBER | START DATE: 11/4/2020 | 0HR/MO-0HR DURING TRADING | "This is an operating agreement between myself (David) and my son (Adam). We are the only two members of the LLC. INTEGRATED TRUST SYSTEMS POSITION: Referral Sales Associate NATURE: ESTATE PLANNING INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 09/12/2024 ADDRESS: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up a proper estate plan to Integrated Trust Systems. SALT HYDRATION AND WELLNESS POSITION: Physician NATURE: Medical Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 5741 E Deer Ridge Stree, Boise ID 83716, United States DESCRIPTION: I am a physician licensed in the state of Utah and Idaho. Recently, I have become a part owner of this company. I am available to both the nurses and nurse practitioners contracted. I am available my phone, will provide medical education for nurses and customers. This is an entrepreneurial platform for nurses. They provide mobile services to their clients. My activities are simply to be available for phone or text consultations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-18 |
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