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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 | 2017-02-02 |
Branch Locations
189 S State Street Ste 200, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Clearfield | UT | 03/2016 | Present |
| World Financial Group, Inc. | Clearfield | UT | 11/2012 | Present |
| Us Air Force Civilian | Hill Air Force Base | UT | 04/2007 | 05/2018 |
| Creative Material Handling | Syracuse | UT | 02/2006 | Present |
| Walker Corp., Llc | Hooper | UT | 02/2012 | 12/2016 |
| Master Networks | Plano | TX | 09/2016 | 07/2018 |
| Share Your Blessings Llc | Hooper | UT | 11/2016 | Present |
| Debtmerica Relief | Santa Ana | CA | 03/2018 | 06/2020 |
| All About Trust | American Fork | UT | 04/2019 | 01/2023 |
| United State Air Force | Hill Afb | UT | 03/2020 | 01/2023 |
| Northrop Grumman | Roy | UT | 01/2023 | Present |
| Managed Wealth Financial | South Jordan | UT | 11/2012 | Present |
| Wealthwave | Johns Creed | GA | 05/2016 | Present |
| Rental Property | Hooper | UT | 04/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | co brand company | investment related | Johns Creek, GA | 5/2016 Managed Wealth Financial | Marketing | co-brand company | investment related | 10653 River Front Parkway #100, South Jordan, UT | 11/2012 Creative Material Handling; Not investment related; Affiliated 2/2006; Independent contractor; devote 20 hours per month and 20 during trading hours; developing software for warehousing/material handling/ software Engineer;2405 W 780 S. Syracuse, UT 84075; 80158922889; Share Your Blessings/11/2016 CREATIVE MATERIAL HANDLING/Investment Related - No/2405 W 780 S Syracuse, UT 84075 801-589-2289/Developing software for warehousing/material handling/software engineer/02.2006/20/20/write software and debug it NORTHROP GRUMMAN POSITION: employee (Systems Engineer) NATURE: US Defense and Tech Products INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/09/2023 ADDRESS: 5770 Mission Drive, Roy UT 84067, United States DESCRIPTION: Analysis and Design of projects. I review and create documents. I RENTAL PROPERTY POSITION: co-owner of home with my wife NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 4388 S 5700 W, Hooper UT 84315, United States DESCRIPTION: maintain home. Not daily.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-06 |
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