Best Investors Account Sign in
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 2026-06-30
  • UT RA
    APPROVED
    Since 2026-06-30

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, 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
  • 05/2026 → Present
    So. Jordan, UT
  • 05/2026 → Present
    World Financial Group Insurance Agency
    South Jordan, UT
  • 05/2026 → Present
    Managed Wealth Financial
    Soth Jordan, UT
  • 10/2025 → 01/2026
    Bankers Life And Casualty Company
    Murray, UT
  • 01/2024 → Present
    Assisted Living Locators West Ct
    Greenwich, CT
  • 05/2023 → 09/2023
    Ap Construction
    Stamford, CT
  • 08/2022 → 06/2023
    Rick Stebbins Preformance Therapy
    Greenwich, CT
  • 09/2018 → 06/2022
    Student
    Hartford, CT
  • 01/2016 → 07/2018
    Student
    Greenwich, CT
  • 09/2023 → 12/2023
    Unemployed
    Greenwich, CT
  • 01/2026 → 05/2026
    Unemployed
    Greenwich, CT
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
  • S66 Uniform Combined State Law Examination
    2026-06-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in So. Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor