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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-03 |
| UT | RA | APPROVED | 2017-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Orem | UT | 10/2014 | Present |
| Wfgia | Orem | UT | 08/2014 | Present |
| Student | Provo | UT | 01/2013 | 12/2016 |
| Debtmerica | Santa Ana | CA | 08/2017 | 12/2019 |
| Bni - Business Network International | St.GEorge | UT | 08/2017 | 11/2024 |
| Orem Recreation | Orem | UT | 04/2021 | Present |
| Legacy Shield Professional Network | Lindon | UT | 09/2021 | 03/2025 |
| Fat Snake Jiu Jitsu, Llc | Lindon | UT | 12/2021 | Present |
| Wealthwave | Orem | UT | 01/2020 | Present |
| Inheritguard, Llc | Sheridan | WY | 03/2025 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Orem Recreation | 4/202`1 | BJJ Class Instructor | Orem Utah | investment related FAT SNAKE JIU JITSU, LLC.|NOT INVESTMENT RELATED|195 S. STATE ST. LINDON, UT 84042|MARTIAL ARTS SCHOOL|CO-OWNER|12/13/21|20 HRS A MONTH|0 HR DURIND SECURITIES TRADING|TEACH 2-3 HRS OF JIU JITSU SELF/DEFENSE CLASSES TWICE A WEEK. HELP MANAGE THE WEBSITE AND DIGITAL ADVERTISING CAMPAIGNS. WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 493 S Orem Blvd., Orem UT 84058, United States DESCRIPTION: WFG Co-Brand INHERITGUARD, LLC POSITION: NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2025 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-17 |
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