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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2022-03-21 |
| UT | RA | APPROVED | 2021-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Orem | UT | 09/2017 | Present |
| World Financial Group, Inc. | Orem | UT | 06/2005 | Present |
| The Impact Group Inc | Orem | UT | 02/2009 | Present |
| Impact Leadership Development, Llc | Orem | UT | 04/2016 | Present |
| Lspn Pro, Llc | Lindon | UT | 10/2021 | Present |
| Upkeep Llc | Lehi | UT | 12/2021 | 10/2024 |
| Wealthwave | Johns Creek | GA | 01/2020 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WealthWaveJohns CreekGeorgiaUnited StatesNoNone 01/2020PRESENT LSPN Pro, LLC /1021-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients THE IMPACT GROUP INC/Investment Related - No/493 S Orem Blvd Orem, UT 84058 801-368-2311/Pass-through account/Managing Member/02.2009/1/1/Manage the pass-through account IMPACT LEADERSHIP DEVELOPMENT, LLC/Investment Related - No/493 S Orem Blvd Orem, UT 84058 801-368-2311/Pass-through account to pay office expenses and office assistant/Managing Member/04.2016/1/1/Manage the pass-through activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-29 |
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