Youhong Wang

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

• 02/2016 → Present
  Transamerica Financial Advisors, Inc
  Houston, TX
• 09/2015 → Present
  World Financial Group, Inc.
  Houston, TX
• 09/2013 → 12/2016
  Cameron International Corporation
  Houston, TX
• 05/2017 → Present
  Yh Wang Cpa Llc
  Katy, TX
• 11/2022 → Present
  Interstate Jordan Ranch Llc
  Katy, TX
• 09/2020 → 01/2021
  Gt Wang Family Foundation
  Katy, TX
• 09/2020 → Present
  Gt Wang Family Foundation
  Katy, TX

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc YH WANG CPA LLC/NO/ 20810 SURREY CREEK CT, LATY, TX 77450/ACCOUNTING AND TAX CONSULTING SERVICES/MANAGER/05.16.2017/10/1/STANDBY CONSULTINH SERVICE TO CLIENTS. IT'S AD HOC BUSINESS AND NO ROUTINE INTERSTATE JORDAN RANCH LLC POSITION: Accountant for the LLC NATURE: Real estate development INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 26077 Nelson Way, Suite 201, Katy TX 77494, United States DESCRIPTION: Provide guidance on accounting, tax and treasury to the LLC. The LLC will hire accountant to do the daily task. GT WANG FAMILY FOUNDATION POSITION: None NATURE: Private family foundation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2020 ADDRESS: 3903 Trailstone Ln, Katy TX 77494, United States DESCRIPTION: I set up this private family foundation originally for charity purpose and planned to manage it. Due to the restriction for RR, I relinquished all my responsibilities and duties to my wife and son in 2021. Right now I am not involved in the operation or management or service to this foundation. My wife and son manages this foundation. There is not much activity except selecting the charities to support once a year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-11
• S63 Uniform Securities Agent State Law Examination
  2016-02-20
• S66 Uniform Combined State Law Examination
  2002-09-03

Other Names

• Dennis Wang
• Dennis Wang