Bart Place

Current Employers

Employment History

• 05/2026 → Present
  Transamerica Financial Advisors, Llc
  South Jordan, UT
• 12/2025 → Present
  World Financial Group Insurance Agency
  South Jordan, UT
• 01/2026 → Present
  Pack Tax
  Layton, UT
• 07/2021 → Present
  The Sweet Place Llc
  Kaysville, UT
• 01/2013 → 10/2019
  Im Flash Technoogies
  Lehi, UT
• 10/2019 → 10/2021
  Micron Technology
  Lehi, UT
• 10/2021 → 03/2025
  Texas Instruments
  Lehi, UT
• 04/2016 → 12/2019
  Place Enterprises
  Herriman, UT
• 03/2019 → 01/2021
  The Attic Self Storage
  Pocatello, ID

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. PACK TAX POSITION: Tax Peparer NATURE: Tax preparation and book keeping INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/15/2026 ADDRESS: 975 N Main St, Suite 3A, Layton UT 84041, United States DESCRIPTION: Prepare tax returns for clients as scheduled. THE SWEET PLACE LLC POSITION: Member NATURE: Retail Food Services - Ice Cream and Chocolate INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 07/21/2021 ADDRESS: 78 S Brady Lane, Kaysville UT 84037, United States DESCRIPTION: Books, payroll, maintenance, IT Support, staffing as needed

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-21
• S63 Uniform Securities Agent State Law Examination
  2026-06-11