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Transamerica Financial Advisors, LLC CRD 16164
$2.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-18 |
| NC | RA | APPROVED | 2022-06-24 |
| TX | RA | APPROVED_RES | 2021-10-19 |
| OH | RA | APPROVED | 2012-09-17 |
Branch Locations
355 E. Campus View Blvd. Suite 218/Room A, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Columbus | OH | 08/2001 | Present |
| Priority Mortgage | Worthington | OH | 04/2011 | 12/2020 |
| Transamerica Financial Advisors, Inc | Columbus | OH | 01/2012 | Present |
| T2 Financial Llc | Westerville | OH | 12/2020 | 08/2023 |
| Joie Yoga Llc | Westerville | OH | 01/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. JOIE YOGA LLC POSITION: Officer NATURE: Yoga online class INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 700 Fallside Lane, Westerville OH 43081, United States DESCRIPTION: collect and pass on mails.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-08 |
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