Dalton Place

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → 08/2023
  Student
  Herriman Ogden, UT
• 05/2019 → 08/2019
  Larry Miller Dodge Ram
  Sandy, UT
• 04/2020 → 09/2020
  Northwestern Mutual
  Farmington, UT
• 10/2020 → 05/2021
  Mountain America Fcu
  Layton, UT
• 05/2021 → Present
  The Sweet Place
  Kaysville, UT
• 02/2024 → Present
  Wfgia
  South Jordan, UT
• 09/2024 → Present
  Transamerica Financial Advisors
  South Jordan, UT
• 07/2021 → Present
  The Sweet Place Llc
  Kaysville, UT
• 11/2025 → Present
  Niax
  Farmington, UT
• 01/2026 → Present
  Pack Tax
  Layton, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. THE SWEET PLACE LLC/Investment Related - No/78 S Brady Ln Kaysville, UT 84037, (208) 4015510/Operations of 2 cobranded franchise,,Cold Stone Creamery/Rocky Mountain Chocolate Factory locations in Layton/Clinton, Utah/Managing Member/5.202125*20/I help with managerial decisions and occasionally work the stores. I also do bank runs and shopping for the stores. THE SWEET PLACE LLC POSITION: Owner NATURE: Food Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 07/21/2021 ADDRESS: 78 S Brady Ln, Kaysville UT 84037, United States DESCRIPTION: Weekly shopping/banking. occasionally working in the stores serving customers etc. overseeing operations NIAX POSITION: Member NATURE: Referral Group INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2025 ADDRESS: 265 W Promontory, Farmington UT 84025, United States DESCRIPTION: It is a networking referral group similar to BNI, that meets 2-3 times a month for networking and occasional community service work PACK TAX POSITION: Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 01/26/2026 ADDRESS: 975 N Main St Suite 3A, Layton UT 84041, United States DESCRIPTION: I will be preparing and filing tax returns for clients of Pack Tax on a commission basis as an independent contractor. There is opportunity for me to stay on after the tax season if I choose, to be able to do tax planning and book keeping. These would also be on a commission basis if I choose to continue.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-08
• S63 Uniform Securities Agent State Law Examination
  2024-10-08

Other Names

• Dalton Thomas Place