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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
6925 Union Park Center Suite 500-A, Cottonwood Heights, UT 84047 • 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 |
|---|---|---|---|---|
| Wfgia | Cottonwood Height | UT | 11/1991 | Present |
| Stone Hill | Salt Lake City | UT | 02/2002 | 12/2016 |
| Advantage Financial | Sandy | UT | 06/2000 | Present |
| Transamerica Financial Advisors, Inc | Cottonwood Heights | UT | 01/2012 | Present |
| Snowbird Ski And Summer Resort | Holladay | UT | 11/2017 | 10/2019 |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Advantage Financial / 0600-Present / Investment Related: No / Director/S-Corp/ Hrs Work Monthly: 0/ Sec Trading Hrs: 0 / OBA created solely for the purpose of depositing WWGS commission check and paying business expenses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-06 |
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