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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Orem | UT | 06/2001 | Present |
| Personal Rental Properties | Lindon | UT | 07/1985 | 07/2021 |
| Transamerica Financial Advisors, Inc | Orem | UT | 01/2012 | Present |
| Hightop Outfitters | Richfield | UT | 12/2012 | Present |
| Elite Mobile Grooming | Lindon | UT | 01/2014 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HIGHTOP OUTFITTERS, PO BOX: 61, RICHFIELD UT,NON INVESTMENT RELATED, START DATE 12/01/2012, TROPHY BIG GAME HUNTING AND FISHING GUIDE,20HRS PER MONTH AND 120HRS PER MONTH DURING THE FALL PERSONAL RENTAL PROPERTY, NON-INVESTMENT RELATED, 762 W LAKEVIEW RD, LINDON, UT, 84042, OWNER, START 7/1/1985, 1 HR/MO., OCCUPANCY AND UPKEEP. ELITE MOBILE GROOMING; NOT INVESTMENT RELATED; 762 W LAKEVIEW RD, LINDON UT 84042; RENTING OUT A SELF CONTAINED HEATED GROOMING TRAILER FOR SHOW HORSES; OWNER AND DIRECTOR; 1/2014; 8 HRS/MONTH; ALL FUNCTIONS AND DUTIES WILL BE MINE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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