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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 | 2021-08-09 |
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 | 04/2021 | Present |
| Wfgia | Clearfield | UT | 03/2010 | Present |
| Infinitus Capital Management | Clearfield | UT | 06/2022 | Present |
| Juice Plus | Collierville | TN | 09/2022 | Present |
| Managed Wealth Financial | South Jordan | UT | 01/2012 | Present |
| Wealthwave | South Jordan | UT | 06/2020 | Present |
| Business Network International | Slc | UT | 10/2021 | Present |
| Netlaw | Louisville | KY | 07/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Infinitus Capital Management/ 0622-Present / Investment Related: No / 189 S State Street, Ste 200 Clearfield, UT 84015 / Owner / Entity Ownership / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0/ Process paycheck once a month. JUICE PLUS POSITION: affiliate NATURE: Vegetable Supplements INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2022 ADDRESS: 140 Crescent Dr, Collierville TN 38017, United States DESCRIPTION: I only buy supplements for personal use and my Herb Garden. BUSINESS NETWORK INTERNATIONAL POSITION: Member NATURE: as a member I represent/market myself in financial education INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2021 ADDRESS: 3574 S 500 W, SLC UT 84115, United States DESCRIPTION: I am given 30 sec to state my name and the company I work with. I never speak on product or financial advice. I am currently the president who leads the meeting. WEALTHWAVE \ POSITION: N/A NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/20/2020 \ ADDRESS: 189 S State Street, ste200, Clearfield UT 84015, DESCRIPTION: WFG Co-Brand NETLAW POSITION: referral Agent NATURE: Trust Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2025 ADDRESS: 12910 Shelbyville Rd, Louisville KY 40243, United States DESCRIPTION: I can send clients to get their trust work done by an attorney.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-11 |
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