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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 | 2018-01-16 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | South Jordan | UT | 01/2015 | Present |
| World Financial Group, Inc. | So. Jordan | UT | 09/2014 | Present |
| Mountain Valley Seed | Salt Lake City | UT | 11/2014 | 05/2018 |
| Managed Wealth Financial | South Jordan | UT | 09/2014 | Present |
| Sword & Shield Estate Planning | Spanish Fork | UT | 06/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SWORD & SHIELD ESTATE PLANNING POSITION: None--I refer business NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2025 ADDRESS: 1198 S 3750 E, Spanish Fork UT 84660-6396, United States DESCRIPTION: None--I refer business only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-09 |
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