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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-21 |
| UT | RA | APPROVED | 2012-01-06 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | So. Jordan | UT | 06/2001 | Present |
| Transamerica Financial Advisors | So. Jordan | UT | 01/2012 | Present |
| Provident Legacy | Alpine | UT | 01/2012 | Present |
| Calm Choice | Alpine | UT | 01/2013 | Present |
| Friends Of Scouting | Alpine | UT | 03/2013 | 12/2018 |
| Debt America | Santa Ana | CA | 03/2013 | 01/2023 |
| Wealthwave | Johns Creek | GA | 11/2022 | Present |
| Managed Wealth Financial | South Jordan | UT | 01/2012 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Wealthwave | 11/2022 | investment related | approved co-brand company through WFGIA | Johns Creek, GA | marketing Managed Wealth Financial | 01/2012 | approved co-brand company through WFGIA | investment related | South Jordan, Utah | marketing CALM CHOICE, 727 S. HIGH RIDGE CIRCLE, ALPINE UT 84004, NON INVETSMENT RELATED, START DATE 01/01/2013,I AM THE OWNER, PRESIDENT, AND CREATOR OF THE SOFTWARE IDEAS, 4HRS PER MONTH PROVIDENT LEGACY/NO/727 S. High Ridge Circle Alpine UT 84004/President / owner/1-01-2012/This is simply a flow through account for tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-01 |
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