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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 | 2025-01-13 |
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 | 09/2024 | Present |
| Wfgia | So. Jordan | UT | 06/2023 | Present |
| Student | Provo | UT | 06/2021 | 09/2023 |
| Ram Electric | Sandy | UT | 06/2020 | 06/2021 |
| Greenix Pest Control | Orem | UT | 05/2020 | 08/2020 |
| Dominos | Herriman | UT | 10/2019 | 05/2020 |
| Jimmy Jonhs | Herriman | UT | 01/2018 | 10/2019 |
| Student | Herriman | UT | 01/2013 | 01/2018 |
| Managed Wealth Financial | South Jordan | UT | 06/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MANAGED WEALTH FINANCIAL POSITION: none NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 6 START DATE: 06/04/2023 ADDRESS: 10653 s river front pkwy #100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-27 |
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