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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 | 2021-02-18 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Layton | UT | 11/2017 | Present |
| World Financial Group, Inc. | Layton | UT | 03/2017 | Present |
| Harte Hanks | San Antonio | TX | 07/2016 | 09/2017 |
| Weber State University | Weber State University | UT | 09/2011 | Present |
| O. C. Tanner | Salt Lake City | UT | 02/2019 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 06/2021 | Present |
| Wealthwave | Clearfield | UT | 04/2017 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 04/2017PRESENTWealthWaveClearfieldUtahUnited StatesYesNA The Church of Jesus Christ of Latter-Day Saints / 0621-Present / Investment Related: No / 50 E North Temple St. Salt Lake City, Utah 84150 / Marketing Automation /Church and Welfare / Hrs. Work Monthly: 140 / Sec Trading Hrs: 8 / Manage the automation software and consult on future projects and integrations involving said software WEBER STATE UNIVERSITY/Investment Related - No/3848 Harrison Blvd. Ogden, UT 84408/Law Enforcement/Police Officer/11.1111/10/0/Enforce state laws and local ordinances, protect life and property, provide community service, perform traffic control
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-08 |
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