Marshall Mckay Nielson

Current Employers

Employment History

• 08/2017 → Present
  Transamerica Financial Advisors, Llc
  Orem, UT
• 06/2015 → Present
  Wfgia
  Orem, UT
• 10/2021 → 12/2024
  Lspn Pro, Llc
  Lindon, UT
• 12/2021 → Present
  Upkeep Llc
  Lehi, UT
• 03/2022 → Present
  Lumio
  Lehi, UT
• 10/2022 → Present
  Adp Lemco Inc.
  Draper, UT
• 04/2024 → Present
  Hero Home
  Lehi, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HERO HOME POSITION: Market Leader / Closer NATURE: Door to Door sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 04/10/2024 ADDRESS: 520 S 850 E A4, Lehi UT 84043, United States DESCRIPTION: Knocking on doors and setting appts to sell home owners solar and other home improvement projects like windows. ADP LEMCO INC. POSITION: Sales Rep NATURE: Sports Equipment Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 10/19/2022 ADDRESS: 13702 S 200 W Suite B9, Draper UT 84020, United States DESCRIPTION: Prospecting home builders that have clients that want an indoor basketball court in their home, and discuss with them our product line so they will use our product as they build their clients home. LUMIO / INVESTMENT RELATED: NO / 1550 DIGITAL DRIVE SUITE 500, LEHI UT 84043 / SALES REP - DIRECT SALES, DOOR TO DOOR / HOURS PER MONTH: 20 / HOURS DURING SECURITIES TRADING HOURS: 1 / APPROVED WITHOUT RESTRICTIONS UpKeep LLC / 1221-Present / Investment Related: No / 4116 W 1530 North Lehi, UT 84043 / Co-Owner / Property Management / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Account Acquisition and account management, scheduling, and processing of leads

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-01
• S63 Uniform Securities Agent State Law Examination
  2017-11-13