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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 | 2024-02-26 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 03/2023 | Present |
| Wfgia | So. Jordan | UT | 12/2021 | Present |
| Homemaker | Midvale | UT | 02/2009 | 12/2021 |
| Managed Wealth Financial | South Jordan | UT | 12/2021 | Present |
| Wealthwave | South Jordan | UT | 09/2023 | Present |
| Pratt And Lafever Corporation | Kaysville | UT | 04/2024 | 11/2024 |
| Silver Mesa Pta | Sandy | UT | 08/2025 | Present |
| Beach Boss Influencers | Newburgh | IN | 10/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2023 ADDRESS: 10653 S Riverfront Parkway Suite 100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand MANAGED WEALTH FINANCIAL POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 12/05/2021 ADDRESS: 10653 S Riverfront Parkway Suite 100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand SILVER MESA PTA POSITION: President NATURE: Board memeber INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2025 ADDRESS: 8920 S 1700 E, Sandy UT 84093, United States DESCRIPTION: Delegate and watch over all the activities and make sure all the budget is done correctly. BEACH BOSS INFLUENCERS POSITION: referral partner NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2025 ADDRESS: 4311 Foxmoor Dr, Newburgh IN 47630, United States DESCRIPTION: Referral partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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