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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-22 |
| UT | RA | APPROVED | 2026-02-10 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethco Solutions | American Fork | UT | 01/2023 | 03/2023 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2020 | 12/2022 |
| Blue Raven Solar | Orem | UT | 03/2023 | 05/2023 |
| The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 12/2019 | 03/2020 |
| Douglas County High School | Castle Rock | CO | 08/2015 | 05/2019 |
| Sprouts | Castle Rock | CO | 04/2020 | 09/2020 |
| Fidelity Investments | Salt Lake City | UT | 09/2024 | 01/2026 |
| Ken Garff Porsche Audi Lehi | Lehi | UT | 05/2023 | 09/2024 |
| Madison County Parks And Mosquito | Rexburg | ID | 06/2022 | 10/2022 |
| Broulim'S | Rexburg | ID | 10/2021 | 02/2022 |
| Unemployed | Castle Rock | CO | 12/2022 | 01/2023 |
| Sprouts | Castle Rock | CO | 01/2021 | 08/2021 |
| Chick-Fil-A | Castle Rock | CO | 04/2017 | 05/2018 |
| Unemployed | Castle Rock | CO | 05/2019 | 12/2019 |
| Little Caesars | Rexburg | ID | 10/2020 | 01/2021 |
| Transamerica Financial Advisors | Centennial | CO | 02/2026 | Present |
| Wfgia | Centennial | CO | 01/2026 | Present |
| Granite School District | Salt Lake City | UT | 02/2026 | 05/2026 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-13 |
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