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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 2021-08-09
  • UT RA
    APPROVED
    Since 2021-08-09

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 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
  • 04/2021 → Present
    Transamerica Financial Advisors, Inc
    Clearfield, UT
  • 03/2010 → Present
    Wfgia
    Clearfield, UT
  • 06/2022 → Present
    Infinitus Capital Management
    Clearfield, UT
  • 09/2022 → Present
    Juice Plus
    Collierville, TN
  • 01/2012 → Present
    Managed Wealth Financial
    South Jordan, UT
  • 06/2020 → Present
    Wealthwave
    South Jordan, UT
  • 10/2021 → Present
    Business Network International
    Slc, UT
  • 07/2025 → Present
    Netlaw
    Louisville, KY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-07
S63 Uniform Securities Agent State Law Examination 2021-05-11
  • S65 Uniform Investment Adviser Law Examination
    2021-08-07
  • S63 Uniform Securities Agent State Law Examination
    2021-05-11

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