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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| NC | RA | APPROVED | 2024-06-24 |
| UT | RA | APPROVED | 2017-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Orem | UT | 02/2014 | Present |
| World Financial Group, Inc. | Orem | UT | 04/2009 | Present |
| Bank Of American Fork | Lehi | UT | 05/2012 | 12/2017 |
| Westland Construction | Saint George | UT | 07/2017 | 08/2017 |
| Grenko Llc | Saint George | UT | 01/2018 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). GRENKO LLC POSITION: Owner NATURE: Life insurance and securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2018 ADDRESS: 351 S Valley View Dr, Unit 10, Saint George UT 84770, United States DESCRIPTION: Sale and maintain business of Life insurance and Securities products through WFG/TFA by contacting and presenting to potential and current clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-09 |
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