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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-02-02
  • UT RA
    APPROVED
    Since 2017-02-02

Branch Locations

189 S State Street Ste 200, Clearfield, UT 84015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2016 → Present
    Transamerica Financial Advisors, Inc
    Clearfield, UT
  • 11/2012 → Present
    World Financial Group, Inc.
    Clearfield, UT
  • 04/2007 → 05/2018
    Us Air Force Civilian
    Hill Air Force Base, UT
  • 02/2006 → Present
    Creative Material Handling
    Syracuse, UT
  • 02/2012 → 12/2016
    Walker Corp., Llc
    Hooper, UT
  • 09/2016 → 07/2018
    Master Networks
    Plano, TX
  • 11/2016 → Present
    Share Your Blessings Llc
    Hooper, UT
  • 03/2018 → 06/2020
    Debtmerica Relief
    Santa Ana, CA
  • 04/2019 → 01/2023
    All About Trust
    American Fork, UT
  • 03/2020 → 01/2023
    United State Air Force
    Hill Afb, UT
  • 01/2023 → Present
    Northrop Grumman
    Roy, UT
  • 11/2012 → Present
    Managed Wealth Financial
    South Jordan, UT
  • 05/2016 → Present
    Wealthwave
    Johns Creed, GA
  • 04/2023 → Present
    Rental Property
    Hooper, UT
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-16
S63 Uniform Securities Agent State Law Examination 2016-05-06
  • S65 Uniform Investment Adviser Law Examination
    2016-09-16
  • S63 Uniform Securities Agent State Law Examination
    2016-05-06

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