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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 |
|---|---|---|---|---|
| World Financial Group | So. Jordan | UT | 04/2006 | Present |
| Ancestry.COm | Cedar Hills | UT | 12/2006 | 11/2018 |
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 01/2012 | Present |
| Teleperformance.cOm | Sandy | UT | 11/2018 | 04/2020 |
| Gohealth | North Lindon | UT | 04/2020 | 09/2025 |
| Plexus Worldwide | Scottsdale | AZ | 05/2020 | Present |
| Prestige Benefits And Insurance | Las Vegas | NV | 10/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Plexus Worldwide / 0520-Present / Investment Related: No / 9145 East Pima Center Parkway Scottsdale, AZ 85258 / Ambassador - distributor / Nutritional Products / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / I would have no daily activities. I will not be doing the business. I just want to order products at the best price which requires that I become an ambassador and have a regular auto order of product. PRESTIGE BENEFITS AND INSURANCE POSITION: agent NATURE: Health Insurance and Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2025 ADDRESS: 4974 S Rainbow Blvd. #135, Las Vegas NV 89118, United States DESCRIPTION: selling health insurance to individuals and small business groups, selling Medicare at booths or by personal contact, offering Business services that offers payroll services and human resources management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-08 |
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