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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2012-01-06
  • UT RA
    APPROVED
    Since 2012-01-06

Branch Locations

10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2006 → Present
    World Financial Group
    So. Jordan, UT
  • 12/2006 → 11/2018
    Ancestry.COm
    Cedar Hills, UT
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    So. Jordan, UT
  • 11/2018 → 04/2020
    Teleperformance.cOm
    Sandy, UT
  • 04/2020 → 09/2025
    Gohealth
    North Lindon, UT
  • 05/2020 → Present
    Plexus Worldwide
    Scottsdale, AZ
  • 10/2025 → Present
    Prestige Benefits And Insurance
    Las Vegas, NV
Previous Registrations
  • 2009-05-05 → 2012-01-06
    Investment Advisors International, Inc.
    Pleasant Grove, UT
    Draper, UT
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-26
S63 Uniform Securities Agent State Law Examination 2006-06-08
  • S65 Uniform Investment Adviser Law Examination
    2009-03-26
  • S63 Uniform Securities Agent State Law Examination
    2006-06-08
Other Names
  • Susan King
  • Susan G. King
  • Susan Greeen King

View on SEC IAPD

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