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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
UT RA APPROVED 2025-06-13
  • UT RA
    APPROVED
    Since 2025-06-13

Branch Locations

10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • 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 So. Jordan UT 05/2025 Present
Wfgia So. Jordan UT 05/2023 Present
Stonebrook Real Estate Holladay UT 08/2016 Present
The Ambrose Group West Valley UT 06/2012 Present
Legends Subdivision, Llc Holladay UT 05/2019 Present
Rivers Run Pricetag, Llc Holladay UT 03/2019 Present
Ak 9912, Llc Holladay UT 06/2021 Present
Stonebrook Construction And Developement Llc Holladay UT 06/2012 Present
  • 05/2025 → Present
    Transamerica Financial Advisors
    So. Jordan, UT
  • 05/2023 → Present
    Wfgia
    So. Jordan, UT
  • 08/2016 → Present
    Stonebrook Real Estate
    Holladay, UT
  • 06/2012 → Present
    The Ambrose Group
    West Valley, UT
  • 05/2019 → Present
    Legends Subdivision, Llc
    Holladay, UT
  • 03/2019 → Present
    Rivers Run Pricetag, Llc
    Holladay, UT
  • 06/2021 → Present
    Ak 9912, Llc
    Holladay, UT
  • 06/2012 → Present
    Stonebrook Construction And Developement Llc
    Holladay, UT
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Stonebrook Real Estate/Investment Related - No/6375 South Highland Drive, Holladay, UT 84121 801-278-1111/real estate sales / Principal Broker/ 08.2016 / 160 / 120 / Owner/operator. Sales training, ensure agents are compliant with paperwork, rules and regulations, represent clients to help buy and/or sell real estate THE AMBORSE GROUP / Investment Relaated - Yes / 6375 South Highland Drive, Holladay, UT 84121 801-706-5919/ it buys, develops, manages and owns mainly residential real estate / owner / 08/2009 60/40 own and operate the business LEGENDS SUBDIVISONIS LLC INVESMENT RELATED YES 6375 SOUTH HIGHLAND DRIVE SUITE 301 HOLLDAY, UT 84121 IT DEVELOPS THE SINGLE-FAMILY LOTS , BUILDS THE HOMES AND SELLS TE HOMES FOR THE RIVERS RUN SUBDIVISION IN PUEBLO CO MANAGER 5/2021 80/50 MANAGE THE DEVELOPEMENT OF THE LOTS AND HOME SALES RIVERS RUN PRICETAG LLC INVESMENT RELATED YES 6375 SOUTH HIGHLAND DRIVE SUITE 301 HOLLDAY, UT 84121 OWNS THE COMMERCIAL PORTIONS OF THE RIVERS RUN SUBDIVISION IN PUEBLO, CO MANAGER 03/2019 20/10 TO MANAGE THE ASPECTS OF THE COMPANY AS IT RELATES TO THE REIVERS RUND SUB-DIVISION IN PUEBLO, CO AK 9912 LLC INVESTMENT RELATED NO 6357 S HIGHLAND DR SUITE 301 SALT LAKE CITY UT 94121 HOMDS MY PERSONAL REAL ESTATE INVESTMENTS MANAGER 06/2021 80/60 MANAGE MY PERSONAL R EAL ESTATE HOLDINGS STONEBROOK CONSTRUCTION AND DEVELOPEMENT LLC INVESTMENT RELATED NO 6375 SOUTH HIGHTLAND DRIVE SUITE 301 HOLLADAY UTAH 84121 IT IS A CONSTRUCTION COMPANY THAT BUILDS HOMES AND OTHER COMMERCIAL PROPERTIES CEO/MANAGER 06/2012 40/30 MANAGER THE CONSTRUCTION DIRECTOR AND OVERSEE THE FINANCIAL AFFAIRS OF THE COMPANY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2024-02-12

View on SEC IAPD

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