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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
NC RA APPROVED 2025-11-07
WA RA APPROVED 2012-01-06
  • NC RA
    APPROVED
    Since 2025-11-07
  • WA RA
    APPROVED
    Since 2012-01-06

Branch Locations

355 118Th Ave Se Suite 100A, Bellevue, WA 98005 • 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
Wfgia Renton WA 06/2001 Present
Transamerica Financial Advisors, Inc Renton WA 01/2012 Present
Safe Harbor Health Insurance Services, Inc Renton WA 09/2012 Present
Blue Gem Llc Renton WA 08/2014 Present
Rental Property Newcastle WA 11/2014 Present
Heartland Institute Of Financial Education Greenwood Village CO 11/2014 01/2022
Seattle New Chinese Immigrants Center Renton WA 05/2015 03/2017
Scnic Llc Bellevue WA 06/2017 Present
6802 Llc Renton WA 02/2019 Present
The Lodge Llc Renton WA 04/2019 Present
6666 Llc Renton WA 02/2019 Present
6620 Llc Renton WA 07/2022 Present
Rental Property (1) Renton WA 10/2022 Present
  • 06/2001 → Present
    Wfgia
    Renton, WA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Renton, WA
  • 09/2012 → Present
    Safe Harbor Health Insurance Services, Inc
    Renton, WA
  • 08/2014 → Present
    Blue Gem Llc
    Renton, WA
  • 11/2014 → Present
    Rental Property
    Newcastle, WA
  • 11/2014 → 01/2022
    Heartland Institute Of Financial Education
    Greenwood Village, CO
  • 05/2015 → 03/2017
    Seattle New Chinese Immigrants Center
    Renton, WA
  • 06/2017 → Present
    Scnic Llc
    Bellevue, WA
  • 02/2019 → Present
    6802 Llc
    Renton, WA
  • 04/2019 → Present
    The Lodge Llc
    Renton, WA
  • 02/2019 → Present
    6666 Llc
    Renton, WA
  • 07/2022 → Present
    6620 Llc
    Renton, WA
  • 10/2022 → Present
    Rental Property (1)
    Renton, WA
Previous Registrations
  • 2008-02-28 → 2012-01-06
    Investment Advisors International, Inc.
    Renton, WA
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc 1)SAFE HARBOR HEALTH INS SERVICES, INC, 1800 NE 44TH ST STE 205 RENTON WA, 9/25/2012, OFFICER AND PRODUCER, OWNER AND PRESIDENT, 40 HOURS/MO 2)BLUE GEM LLC; NOT INV-REL; 1122 N 41ST PL, RENTON, WA; PASS THROUGH FOR WFG BUSINESS, SO I CAN PAYROLL MY OFFICE STAFF AND BUSINESS EXPENSES; OWNER; 8/2014; 0 HRS/MO, OWNER 3)RENTAL PROPERTY; NOT INV- REL; 6666 LAKE WASHINGTON BLVD SE, NEWCASTLE WA; RENTAL; JOINT OWNER; 11/2014; 0 HRS/MO; NO DUTIES SCNIC LLC / Investment Related: Yes / 355 118th Ave SE #100 Bellevue, WA 98005 / Partial ownership: Pay mortgage, might collect rent from tenants. 6802 LLC / emp dates: 0219 TO PRESENT/ INVESTMENT RELATED: YES /address: 1122 N 41ST PL RENTON, WA 98056/ position: PARTNER/ nature of business: REAL ESTATE HOLDING, AND AIR B AND B/hrs work monthly: 2/Sec trading hrs: 0/ duties: PAY THE MORTGAGE AND WORK WITH PROPERTY MANAGER The Lodge LLC / 0419-Present / Investment Related: Yes / Renton WA 98056 / Position / Rental Property/ Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / supervision. 6666 LLC/ 0219-Present / Investment Related: Yes / Renton, WA 95056 / Owner and manager/ Rental Property/ Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / supervision. 6620 LLC/ 0722-Present / Investment Related: Yes / Renton, WA 95056 / Owner and manager/ Rental Property/ Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / supervision. Rental Property (1)/ 1022-Present/ Investment Related: Yes / Renton, WA 95056 / Owner and manager/ Rental Property/ Hrs. Work Monthly:0 / Sec Trading Hrs.:0 / Supervision; rental management company is VACASA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-06
S63 Uniform Securities Agent State Law Examination 2001-04-02
  • S65 Uniform Investment Adviser Law Examination
    2008-02-06
  • S63 Uniform Securities Agent State Law Examination
    2001-04-02
Other Names
  • Laura Luan Counsell

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