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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 | 2024-07-22 |
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, Inc | So. Jordan | UT | 07/2019 | Present |
| World Financial Group, Inc. | So. Jordan | UT | 06/2018 | Present |
| Pcc Aerostructures Klune-Spanish Fork | Spanish Fork | UT | 06/1982 | Present |
| Wfg Direct | South Jordan | UT | 06/2018 | 12/2025 |
| Managed Wealth Financial | South Jordan | UT | 06/2018 | Present |
| Wealthwave | South Jordan | UT | 12/2019 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WealthWave South Jordan, Utah United States Yes None 12/2019PRESENT Managed Wealth FinancialSouth JordanUtahUnited StatesYesNone 06/2018PRESENT PCC AEROSTRUCTURES KLUNE-SPANISH FORK/Investment Related - No/1800 N 300W, Spanish Fork, Utah, 84660/DEFENSE AEROSPACE CONTRACTOR/CNC PROGRAMMING/ M.E./06.1982/45/30/PROGRAM AND DETERMINE PROCRESS AND CODE TO MANUFACTURE AREOSPACE PARTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-16 |
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