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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 | 2019-12-12 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | South Jordan | UT | 10/2015 | 08/2017 |
| Transamerica Financial Advisors, Inc | South Jordan | UT | 07/2019 | Present |
| World Financial Group, Inc. | South Jordan | UT | 06/2014 | Present |
| Certified Fire Protect | Salt Lake City | UT | 03/2014 | 06/2019 |
| Friendly Plumber, Llc | South Salt Lake | UT | 10/2019 | 03/2022 |
| 2A4Life | American Fork | UT | 04/2022 | Present |
| Crystal Tones Llc | Salt Lake City | UT | 08/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 2A4LIFE / INVESTMENT RELATED? NO / 858 S AUTO MALL DR STE 101, AMERICAN FORK, UT 84003 / CONTROLLER - BOOK KEEPING / HOURS PER MONTH: 160 / HOURS DURING SECURITIES TRADING HOURS 8 / APPROVED WITHOUT RESTRICTIONS CRYSTAL TONES LLC POSITION: Controller NATURE: Manufacture INVESTMENT RELATED: No NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 8 START DATE: 08/15/2022 ADDRESS: 1333 E 3300 South, Salt Lake City UT 84106, United States DESCRIPTION: Book Keeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-05 |
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