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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
NC RA APPROVED 2024-07-02
TX RA APPROVED 2021-05-06
UT RA APPROVED 2020-02-06
  • NC RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED
    Since 2021-05-06
  • UT RA
    APPROVED
    Since 2020-02-06

Branch Locations

493 South Orem Blvd., Orem, UT 84058 • 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 Orem UT 11/2018 Present
Wfgia Orem UT 04/2015 Present
Travel Tucson AZ 11/2015 11/2017
Silver Fire Media Orem UT 08/2018 09/2018
Roi Solution Center American Fork UT 09/2018 11/2018
Innovative Mortgage Alliance Draper UT 10/2021 Present
Lspn Pro, Llc Lindon UT 11/2021 Present
Wealthwave Johns Creek GA 02/2020 Present
Business Network International Charlotte NC 06/2020 Present
Weightless Financial Las Vegas NV 06/2024 07/2024
Reidreynoso Enterprises Llc Orem UT 08/2023 Present
  • 11/2018 → Present
    Transamerica Financial Advisors, Inc
    Orem, UT
  • 04/2015 → Present
    Wfgia
    Orem, UT
  • 11/2015 → 11/2017
    Travel
    Tucson, AZ
  • 08/2018 → 09/2018
    Silver Fire Media
    Orem, UT
  • 09/2018 → 11/2018
    Roi Solution Center
    American Fork, UT
  • 10/2021 → Present
    Innovative Mortgage Alliance
    Draper, UT
  • 11/2021 → Present
    Lspn Pro, Llc
    Lindon, UT
  • 02/2020 → Present
    Wealthwave
    Johns Creek, GA
  • 06/2020 → Present
    Business Network International
    Charlotte, NC
  • 06/2024 → 07/2024
    Weightless Financial
    Las Vegas, NV
  • 08/2023 → Present
    Reidreynoso Enterprises Llc
    Orem, UT
Other Businesses

Sales of insurance and non-insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors Wealthwave | 02/2020 | investment related | approved co-brand company through WFGIA | Johns Creek, GA LSPN Pro, LLC / 1121-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 2 / Sec Trading Hrs.: 0 / Client communications, Marketing, and referring potential clients INNOVATIVE MORTGAGE ALLIANCE | NOT INVESTMENT RELATED | 12401 S. 450 EAST, SUITE F2 DRAPER, UT 84020 | RESIDENTIAL MORTGAGES | LOAN OFFICER | START DATE: 10/1/2021 | 6hr/mo-0hr During Trading | I would be working as a loan officer receiving split commissions on transactions I referred their way. BUSINESS NETWORK INTERNATIONAL POSITION: Member NATURE: It is a business-owner networking group, no business is done with it directly. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2020 ADDRESS: 11525 N Community House Rd, #475, Charlotte NC 28277, United States DESCRIPTION: I meet with other business owners for the purpose of referring them business to their non-investment-related businesses and obtaining referral for individuals and families that are potential clients for me. In addition to individually meeting with the members I go to a weekly meeting with all the members of my local chapter. REIDREYNOSO ENTERPRISES LLC POSITION: Operations Manager NATURE: Application Processing INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 12 START DATE: 08/10/2023 ADDRESS: 493 South Orem Blvd, Orem UT 84058, United States DESCRIPTION: Our TFA branch/WFG Agency has some employees that are associated with a different agents LLC that help with administrative tasks like processing applications and answering our phones. I train those employees / contractors, especially in how to process applications for the agents clients (life insurance applications primarily, but also securities applications). I trained the assistants on our software programs, like docupace or iGo. And on talking with clients, etc. I also perform administrative tasks such as confirming invoicing, communicating with the payroll company, etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-03
S63 Uniform Securities Agent State Law Examination 2018-12-31
  • S65 Uniform Investment Adviser Law Examination
    2020-01-03
  • S63 Uniform Securities Agent State Law Examination
    2018-12-31

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