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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-02-26
  • UT RA
    APPROVED
    Since 2024-02-26

Branch Locations

10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2023 → Present
    Transamerica Financial Advisors, Inc
    So. Jordan, UT
  • 12/2021 → Present
    Wfgia
    So. Jordan, UT
  • 02/2009 → 12/2021
    Homemaker
    Midvale, UT
  • 12/2021 → Present
    Managed Wealth Financial
    South Jordan, UT
  • 09/2023 → Present
    Wealthwave
    South Jordan, UT
  • 04/2024 → 11/2024
    Pratt And Lafever Corporation
    Kaysville, UT
  • 08/2025 → Present
    Silver Mesa Pta
    Sandy, UT
  • 10/2025 → Present
    Beach Boss Influencers
    Newburgh, IN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-24
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S65 Uniform Investment Adviser Law Examination
    2024-02-24
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22
Other Names
  • Kendra Sue Horrocks

View on SEC IAPD

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