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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 | 2022-04-11 |
| UT | RA | APPROVED | 2021-08-10 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 04/2020 | Present |
| Wfgia | So. Jordan | UT | 08/2018 | Present |
| Oquirrhberg Kennels Llc | Wendover | UT | 03/2010 | Present |
| Managed Wealth Financial | South Jordan | UT | 08/2018 | Present |
| Wealthwave | Johns Creek | GA | 01/2019 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WealthWaveJohns CreekGeorgiaUnited StatesYesNone01/2019PRESENT Managed Wealth FinancialSouth JordanUtahUnited StatesYesNone08/2018PRESENT OQUIRRHBERG KENNELS LLC/Investment Related - No/2440 East Little Patterson Road WEndover, Utah 84083 385-229-0742/I train police officers and military to handle and train their police dogs. I also work explosive detection dogs and bed bug detection dogs. I train and sell dogs as well./owner/01.94/20/5/Training dogs and people
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-28 |
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