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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 | 2024-05-30 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan | West Jordan | UT | 05/2003 | 04/2024 |
| Fox Properties I &Ii, Llc. | Herriman | UT | 04/2013 | Present |
| Transamerica Financial Advisor | So. Jordan | UT | 05/2024 | Present |
| Wfgia | So. Jordan | UT | 05/2024 | Present |
| Fox Properties I & Ii | Virgin | UT | 03/2008 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FOX PROPERTIES I & II POSITION: Owner NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2008 ADDRESS: 390 E ENTRADA DR, PO BOX 790194, VIRGIN UT 84779, United States DESCRIPTION: No daily activities. I have hired a property manager who handles all the day to day activities associated with these properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-23 |
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