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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 | 2012-01-06 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | So.JOrdan | UT | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 01/2012 | Present |
| Jack's Woodworking | South Jordan | UT | 02/2022 | 04/2024 |
| Into The Wild Photography | South Jordan | UT | 03/2022 | 04/2024 |
| Managed Wealth Financial | South Jordan | UT | 01/2010 | Present |
| Peterson And Associates | South Jordan | UT | 11/2022 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." PETERSON AND ASSOCIATES POSITION: Admin NATURE: 1099 Employee INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2022 ADDRESS: 10653 S River Front Prkwy, Suite 100, South Jordan UT 84095, United States DESCRIPTION: Assist Bryce Peterson w/admin Managed Wealth Financial | Co-Brand company for WFGIA | Marketing | start 1/2010 | Investment related: Yes | 10653 S River Front Pkwy, South Jordan, UT 84095 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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