Timothy Eric Turley

Current Employers

Employment History

• 07/2013 → 05/2020
  World Financial Group, Inc.
  Layton, UT
• 11/2013 → 05/2020
  Transamerica Financial Advisors, Inc
  Layton, UT
• 02/2012 → Present
  Kbn, Llc
  Herriman, UT
• 09/2015 → 10/2020
  Keystone Insurance Agency Llc
  Orem, UT
• 09/2015 → 03/2020
  Fortunebuilders
  San Diego, CA
• 08/2020 → Present
  Byu-Idaho
  Rexburg, ID
• 08/2021 → Present
  Encompass More, A Division Of Verity Asset Management
  Durham, NC
• 07/2013 → 05/2020
  Wfg/Transamerica
  South Jordan, UT
• 05/2021 → Present
  Redirect Health
  Scottsdale, AZ
• 03/2021 → 12/2021
  Innovative Mortgage Alliance
  Draper, UT
• 09/2020 → Present
  Appreciation Financial
  Henderson, NV
• 09/2021 → Present
  Altius Mortgage (Beam Lending)
  Layton, UT

Previous Registrations

• 2021-08-27 → 2022-01-27
  Verity Asset Management
  Herriman, UT
  Durham, NC
• 2013-11-12 → 2016-12-16
  Transamerica Financial Advisors, Llc
  So. Jordan, UT
  Layton, UT
• 2011-01-11 → 2013-10-14
  Prosperity Economics Partners, Llc
  Sandy, UT
  Chicago, IL

Other Businesses

1) KBN, LLC; Not investment-related; Herriman, UT; Insurance agent/Mortgage loan originator; Contractor; Managing member; 2/2012; 200 hours per month; 80 per market hours; Insurance Sales, Marketing, Customer Service. 2) BYU-Idaho; Not investment-related; Herriman, UT; University; Employee; Online instructor; 08/2020; 40 hours per month; 5 during market hours; Teach a marketing course. 3) Redirect Health; Not investment-related; Herriman, UT; Health Insurance; Contractor; Insurance agent; 05/2021; 10 hours per month; 6 during market hours; Insurance sales. 4) KBN Benefits, LLC; Not investment-related; Herriman, UT; Benefits services; Managing member; President; 09/2021; 4 hours per month; 1 during market hours; Manage employee benefits. 5) DFS Marketing, Inc.; Not investment-related; Herriman, UT; Insurance Marketing; Agent; Insurance Agent; 11/2021; 20 hours per month; 10 during business hours; Educate people on annuities and insurance. 6) Altius Mortgage (Beam Lending); Not investment-related; Layton, UT; Mortgage Brokerage; Mortgage Loan Origination; Contractor; 09/2021; 10 hours per month; 5 during market hours; Educate clients, quote rates, and take applications. 7) KBN Shops, LLC; Not investment-related; Herriman, UT; Online Retail Store; Officer, Managing Member; 02/2022; 3 hours per month; 0 during market hours; Administrative duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-01
• S63 Uniform Securities Agent State Law Examination
  2014-10-16

Other Names

• Tim Turley