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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 2026-06-18
  • UT RA
    APPROVED
    Since 2026-06-18

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 South Jordan UT 08/2025 Present
Brigham Young University Provo UT 08/2025 Present
Pratt Aquatic Center Tooele UT 05/2019 08/2021
N/A Provo UT 08/2021 04/2022
Midwest D-Vision Solutions Salt Lake City UT 04/2022 07/2022
Unemployed Stansbury Park UT 07/2022 06/2024
Utah Glass Association Salt Lake City UT 07/2024 04/2025
None Stansbury Park UT 08/2015 05/2019
Wfgia South Jordan UT 04/2025 Present
  • 08/2025 → Present
    Transamerica Financial Advisors
    South Jordan, UT
  • 08/2025 → Present
    Brigham Young University
    Provo, UT
  • 05/2019 → 08/2021
    Pratt Aquatic Center
    Tooele, UT
  • 08/2021 → 04/2022
    N/A
    Provo, UT
  • 04/2022 → 07/2022
    Midwest D-Vision Solutions
    Salt Lake City, UT
  • 07/2022 → 06/2024
    Unemployed
    Stansbury Park, UT
  • 07/2024 → 04/2025
    Utah Glass Association
    Salt Lake City, UT
  • 08/2015 → 05/2019
    None
    Stansbury Park, UT
  • 04/2025 → Present
    Wfgia
    South Jordan, UT
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. Brigham Young University Investment Related: NO BYU | Provo, UT 84602 University Teaching Assistant Start date 8/2025 30 Hours per month, 30 hours during securities trading. Assist the teacher during class hours and in grading assignments and tests.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01

View on SEC IAPD

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