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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 | 2021-09-17 |
| UT | RA | APPROVED | 2020-11-13 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 08/2020 | Present |
| World Financial Group, Inc. | So. Jordan | UT | 03/2020 | Present |
| John Bingham | Provo | UT | 01/2009 | Present |
| Starting Over Starting Late Or Both - Book | Provo | UT | 10/2019 | Present |
| Managed Wealth Financial | South Jordan | UT | 06/2020 | Present |
| Wealthwave | South Jordan | UT | 06/2020 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 06/2020PRESENTManaged Wealth FinancialSOUTH JORDANUtahUnited StatesYesNA 06/2020PRESENTWealthWaveSOUTH JORDANUtahUnited StatesYesNA JOHN BINGHAM/Investment Related - No/339 E 2660 N Provo UT 84604/Ghostwriting/Ghostwriter/01.2009/20/0/Ghostwriting STARTING OVER STARTING LATE OR BOTH - BOOK/Investment Related - No/339 E 2660 N Provo, Ut 84604/The book is available for retail sale at Barnes and Noble, Amazon or wherever books are sold/author/10.19/0/0/none at this point
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
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