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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 | 2012-01-06 |
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 |
|---|---|---|---|---|
| Wfg | So. Jordan | UT | 10/2003 | Present |
| Self Employed | Provo | UT | 12/2003 | Present |
| Mmsmgd | Draper | UT | 03/2010 | 11/2017 |
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 01/2012 | Present |
| Usps | Slc | UT | 11/2018 | 12/2018 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SELF EMPLOYED POSITION: OWNER NATURE: Instructor and handyman INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2003 ADDRESS: 4001 s. 300 e., #12, Millcreek UT 84107, United States DESCRIPTION: This work is only occasional. One or two times a year and not every year. Only as requested by a person or business that needs a one time or once in a while job done. Ski instructor and handyman.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-14 |
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