Thu Quang Dang

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → Present
  World Financial Group, Inc.
  Dallas, TX
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Dallas, TX
• 12/2011 → Present
  Bluecross Blue Shield Health Insurance
  Dallas, TX
• 06/2014 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 10/2014 → Present
  Cigna Health Insurance
  Dallas, TN
• 11/2014 → Present
  Aetna
  Dallas, TX
• 11/2015 → Present
  Molina Health Care
  Dallas, TX
• 12/2017 → 08/2022
  Wells Fargo Mortgage Services
  Dallas, TX
• 08/2022 → Present
  Friday Health Insurance
  Dallas, TX
• 08/2022 → Present
  United Health Care
  Dallas, TX

Previous Registrations

• 2011-07-26 → 2012-01-06
  Investment Advisors International, Inc.
  Dallas, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION; NOT INVESTMENT RELATED; 8301 EAST PRENTICE AVE, 312, GREENWOOD VILLAGE CO 80111; NATIONAL NON-PROFIT ORGANIZATION WHOSE MISSION IS TO PROMOTE FINANCIAL LITERACY ACROSS AMERICA; CPP COLLEGE CONSULTANT; 6/2014; PRESENTING THE HIFE CPP TO PARENTS/STUDENTS. DISCUSSING THE QUALIFICATION REQUIREMENTS FOR STUDENTS TO ENROLL IN HIFE CPP. ENCOURAGING STUDENTS IN COMPLETING THE CAREER ASSESSMENT MONITORING THE STUDENT'S PROGRESS CIGNA HEALTH INSURANCE; NOT INVESTMENT RELATED; 13101 PRESTON RD SUITE 480, DALLAS, TX 75240; PROVIDE THE HEALTH INSURANCE; SALE REPRESENTATIVE; 10/01/2014; 8-20 HOURS/MONTH; I WILL TRY TO HELP CLIENT TO FIND HEALTH INSURANCE WITH THEIR SUITABLE BUDGET AND THEIR NEED AETNA; NOT INVESTMENT RELATED; 13101 PRESTON RD SUITE 480 DALLAS TX 75240; PROVIDED HEALTH INSURANCE; SALE REPRESENTATIVE; 11/10/2014; 8-20 HOURS/MONTH; PROVIDE HEALTH INSURANCE FOR CLIENT MOLINA HEALTH CARE/NO/MOLINA HEALTH INS, DALLAS, TX, 75243/HEALTH INSURANCE/SALE AGENT/11.01.2015/4/1/I ONLY DO DURING ENROLLMENT FOR HEALTH INSURANCE. FRIDAY HEALTH INSURANCE POSITION: AGENT NATURE: HEALTH CARE INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2022 ADDRESS: 10300 N CENTRAL EXPWY, DALLAS TX 75231, United States DESCRIPTION: I JUST EXPANDED THE BUSINESS WITH THE HEALTH CARE AND MEDICARE UNITED HEALTH CARE POSITION: sale NATURE: heath insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 10300 n Central Expwy, suite 400, dallas TX 75231, United States DESCRIPTION: health care services BLUECROSS BLUE SHIELD HEALTH INSURANCE INVESTMENT RELATED NO DALLAS TX 12/01/2011 REPRESENTATIVE

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-22
• S63 Uniform Securities Agent State Law Examination
  1997-02-04