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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 | 2016-08-31 |
Branch Locations
1133 N. Main Street Suite 229, Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elkridge Engineering Llc | Eden | UT | 01/2005 | Present |
| Wfgia | Layton | UT | 02/1998 | Present |
| Transamerica Financial Adivsors | Layton | UT | 07/2015 | Present |
| Health Of Eden Lc | Eden | UT | 01/2006 | Present |
| Kl Marketing, Llc | Syracuse | NY | 09/2015 | 12/2024 |
| Wealthwave | Alpharetta | GA | 02/2022 | Present |
| Net Law Group Llc | Louisville | KY | 08/2017 | Present |
| Ace Hardware | Ogden | UT | 04/2022 | 01/2024 |
| Country Hills Manor Homeowners Association | Ogden | UT | 06/2022 | Present |
| Managed Wealth Financial | South Jordan | UT | 01/2018 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Country Hills Manor Homeowners Association /0622-Present / 5300 S Adams Ave Pkwy Suite #8, Ogden, UT 84405 / Committee Member / Homeowner Needs / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / Meet approximately once a month to discuss needs and concerns of homeowners in working with the property Net Law Group LLC / 0817-Present / Investment Related: No / 12910 Shelbyville Rd, Suite 124 Louisville, KY 40243 / Agent / Online Estate Planning / Hrs Work Monthly: 2/ Sec Trading Hrs: 1/ Provide online living trusts to individuals for estate planning 1)ELKRIDGE ENGINEERING LLC/NOT INVESTMENT RELATED/5460 EAST 2200 NORTH, SUITE 1, EDEN, UT, 84310/CONSULTING CIVIL ENGINEERING/PRESIDENT/01.2005/20/20/PROFESSIONAL ENGINEERING 2)HEALTH OF EDEN LC/NOT INVESTMENT RELATED/5460 E 2200 N, STE 1, EDEN, UT, 84310/SELLS NUTRITIONAL SUPPLEMENTS THROUGH OUR WEBSITE ON THE INTERNET/OWNER/01.2006/10/0/BUY SELL AND SHIP PRODUCTS. MAINTAIN WEBSITE. MANAGED WEALTH FINANCIAL POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 10653 River Front Pkwy Ste 100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand WEALTHWAVE POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2022 ADDRESS: 3030 Royal Blvd S, Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-18 |
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