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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-01-18 |
| UT | RA | APPROVED | 2018-05-24 |
Branch Locations
745 W. Bridge Street Suite G, Blackfoot, ID 83221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Blackfoot | ID | 03/2017 | Present |
| World Financial Group, Inc. | Blackfoot | ID | 01/2016 | Present |
| Jcp, Ssc | Salt Lake City | UT | 06/2015 | 09/2018 |
| J. C. Penney Shared Service Center | Salt Lake | UT | 02/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc J. C. Penney Shared Service Center / 0222-Present / Investment Related: No / 310 S. Main St. STE 1150, Salt Lake, UT 84101 / Accounting Analyst / Accounting / Hrs. Work Monthly: 160 / Sec Trading Hrs: 8 / Just regular accounting project work for their inventory group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-25 |
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