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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 | 2026-08-04 |
Branch Locations
10653 S. River Front Pkwy Suite 190, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | South Jordan | UT | 03/2024 | Present |
| Wfgia | South Jordan | UT | 03/2023 | Present |
| State Of Utah | Taylorsville | UT | 01/2003 | 02/2023 |
| Foot Zoning | Herriman | UT | 06/2016 | Present |
| Doterra | Pleasant Grove | UT | 01/2012 | Present |
| Homemaker | Herriman | UT | 02/2023 | 03/2023 |
| Aga Northern Utah Chapter | Sandy | UT | 06/2019 | Present |
| Doterra | Pleasant Grove | UT | 01/2012 | Present |
| Footzoning | Herriman | UT | 06/2016 | Present |
| Aga Northern Utah Chapter | Sandy | UT | 06/2019 | Present |
| Jackman Financial | Saratoga Springs | UT | 06/2025 | Present |
| Widdison Enterprises, Inc. | South Jordan | UT | 06/2025 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). FOOT ZONING/Investment Related - No/14104 S Hollow Vista Cove Herriman, UT 84096 801-243-5561/Foot-zoning/sole-proprietor/06.2016/2/0/provide foot-zones (similar to reflexology) DOTERRA/Investment Related - No/549 South 1300 West Pleasant Grove, UT 84062 (800) 411-8151/doTERRA sources, tests, manufactures, and distributes pure essential oils and natural wellness products./Wellness Advocate/01.2012/0/0/I became a wellness advocate in order to purchase essential oils and wellness products from doTERRA at the wholesale rate. When friends or relatives express interest in becoming a wellness advocate, I help them complete the paperwork and act as their enroller. I also took the training and received a certificate in AromaTouch Technique. I only provide this service to friends and relatives, and do not charge for it. AGA NORTHERN UTAH CHAPTER/Investment Related - No/PO Box 708202 Sandy, UT 84070 This is a volunteer board that does not have a dedicated phone line. I can provide the phone number of another current board member, if desired./The Northern Utah Chapter of the AGA is a non-profit entity. The board consists of several volunteers who plan training conferences and occasionally facilitate CGFM courses taught by the National AGA./Board Member/06.2019/2/2/Board Members rotate through positions as needed. All board members help with the planning of training conferences. This could include contacting and coordinating with venues, caterers, speakers, and other vendors. Additionally, I sometimes coordinate between the local chapter and the National Organization and/or other chapters. FOOTZONING POSITION: foot zoner NATURE: footzoning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 14104 S Hollow Vista Cove, Herriman UT 84096, United States DESCRIPTION: Provide foot zones (similar to reflexology) DOTERRA POSITION: Wellness Advocate NATURE: Essential Oils and related products INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 549 S 1300 W, Pleasant Grove UT 84062, United States DESCRIPTION: Utilize wholesale pricing for personal use. When friends or relatives express interest in becoming a wellness advocate, I help them complete the paperwork and act as their enroller. Certified in AromaTouch Technique. AGA NORTHERN UTAH CHAPTER POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: PO Box 708202, Sandy UT 84070, United States DESCRIPTION: Help plan and coordinate training conferences. This could include contacting and coordinating with venues, caterers, speakers, members of the National Organization, and other chapters. JACKMAN FINANCIAL POSITION: Administrative Assistant NATURE: Administration work for insurance & securities products on behalf of Nate Jackman (Jackman Financial). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2025 ADDRESS: 624 Appellation Dr, Saratoga Springs UT 84045, United States DESCRIPTION: Tracking pending business for Nate Jackman and his team; calling vendors as a representative of Nate regarding the pending business; completing clerical work such as downloading and uploading forms on behalf of Nate. WIDDISON ENTERPRISES, INC. POSITION: Administrative Assistant NATURE: Administrative work for insurance & securities products on behalf of Devon Widdison (Widdison Enterprises, Inc.)). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2025 ADDRESS: 10507 South Sage Vista Way, South Jordan UT 84009, United States DESCRIPTION: Clerical work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-16 |
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