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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
| AZ | RA | APPROVED | 2023-09-05 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
1910 South Stapley Drive Suite 221, Mesa, AZ 85204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Mesa | AZ | 10/2013 | 07/2023 |
| World Financial Group, Inc. | Mesa | AZ | 05/2012 | 07/2023 |
| Lamar Taylor Llc | Mesa | AZ | 03/2017 | Present |
| Wt Land Holdings Llc. | Phoenix | AZ | 09/2020 | Present |
| Summit Global Investments | Bountiful | UT | 07/2023 | Present |
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WT LAND HOLDINGS LLC.|INVESTMENT RELATED|1026 N. 27TH LN. PHOENIX, AZ 85009|RENTAL PROPERTY|OWNER|09.01.2020| 0 HOURS A MONTH|TENANTS ARE RENTING; I PAY FOR PROPERTY MANAGEMENT COMPANY TO COLLECT RENT, DEAL WITH TENANTS. Lamar Taylor LLC/Not Investment related/Member/3.23.17/1839 S. Alma School Road, Suite 380, Mesa, AZ 85210/Duties: n/a
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-10 |
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