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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
NC RA APPROVED 2024-07-03
UT RA APPROVED 2017-02-14
  • NC RA
    APPROVED
    Since 2024-07-03
  • UT RA
    APPROVED
    Since 2017-02-14

Branch Locations

493 South Orem Blvd., Orem, UT 84058 • 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
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
  • 10/2014 → Present
    Transamerica Financial Advisors, Inc
    Orem, UT
  • 08/2014 → Present
    Wfgia
    Orem, UT
  • 01/2013 → 12/2016
    Student
    Provo, UT
  • 08/2017 → 12/2019
    Debtmerica
    Santa Ana, CA
  • 08/2017 → 11/2024
    Bni - Business Network International
    St.GEorge, UT
  • 04/2021 → Present
    Orem Recreation
    Orem, UT
  • 09/2021 → 03/2025
    Legacy Shield Professional Network
    Lindon, UT
  • 12/2021 → Present
    Fat Snake Jiu Jitsu, Llc
    Lindon, UT
  • 01/2020 → Present
    Wealthwave
    Orem, UT
  • 03/2025 → Present
    Inheritguard, Llc
    Sheridan, WY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-13
S63 Uniform Securities Agent State Law Examination 2014-11-17
  • S65 Uniform Investment Adviser Law Examination
    2017-01-13
  • S63 Uniform Securities Agent State Law Examination
    2014-11-17
Other Names
  • Tarl Cruz Reidreynoso

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