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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 | 2026-03-06 |
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 | So. Jordan | UT | 09/2021 | Present |
| World Financial Group, Inc. | So. Jordan | UT | 12/2020 | Present |
| Dealadvisor | Bluffdale | UT | 06/2011 | 06/2021 |
| Valpak | Bluffdale | UT | 01/2013 | 06/2021 |
| Super Saver Media | Bluffdale | UT | 02/2021 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). SUPER SAVER MEDIA/Investment Related - No/14441 S 980 W #200, Bluffdale, UT 84065/Online daily deal site - selling discounted vouchers to customers as a marketing method for businesses to acquire new customers/owner/partner/02.2021/4/4/sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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