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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
| UT | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Orem | UT | 11/2023 | Present |
| World Financial Group, Inc. | Orem | UT | 11/2023 | Present |
| Brimstone Haunt | Wilmington | OH | 09/2020 | 10/2020 |
| Student | Centerville | OH | 08/2012 | 05/2021 |
| Unemployed | Dayton | OH | 06/2021 | 10/2023 |
| Rock Canyon Crossfit | Provo | UT | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ROCK CANYON CROSSFIT POSITION: Coach, trainer. NATURE: CrossFit gym. Personal and group training. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/21/2025 ADDRESS: 3089 N Canyon Rd, Provo UT 84604, United States DESCRIPTION: I lead a class of a group of people in a daily CrossFit workout.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-20 |
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