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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 | 2026-06-30 |
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, Llc | So. Jordan | UT | 05/2026 | Present |
| World Financial Group Insurance Agency | South Jordan | UT | 05/2026 | Present |
| Managed Wealth Financial | Soth Jordan | UT | 05/2026 | Present |
| Bankers Life And Casualty Company | Murray | UT | 10/2025 | 01/2026 |
| Assisted Living Locators West Ct | Greenwich | CT | 01/2024 | Present |
| Ap Construction | Stamford | CT | 05/2023 | 09/2023 |
| Rick Stebbins Preformance Therapy | Greenwich | CT | 08/2022 | 06/2023 |
| Student | Hartford | CT | 09/2018 | 06/2022 |
| Student | Greenwich | CT | 01/2016 | 07/2018 |
| Unemployed | Greenwich | CT | 09/2023 | 12/2023 |
| Unemployed | Greenwich | CT | 01/2026 | 05/2026 |
Name: Assisted Living Locators West CT / Investment Related - No / Date: 01:2024 / Hrs (Month): 10 / Hrs (Day): -64 / Activity: Helping with online and crm parts of the business Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. MANAGED WEALTH FINANCIAL POSITION: null NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2026 ADDRESS: 1065 S River Front Parkway, Suite 100 and 180, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
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