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Azar Safari Azarpour

Transamerica Financial Advisors, LLC

Houston, TX

CRD 4821826

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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:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-01-06
  • TX RA
    APPROVED
    Since 2012-01-06

Branch Locations

2550 Gray Falls Dr Ste# 395, Houston, TX 77077 • 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
Wfg Houston TX 04/2004 Present
Transamerica Financial Advisors, Inc Houston TX 01/2012 Present
Health Insurnace Services Houston TX 02/2015 Present
Dream Builder Financial Plesenton CA 01/2021 Present
Sriya Dxl Llc, Sriya Ai Duluth GA 02/2023 Present
  • 04/2004 → Present
    Wfg
    Houston, TX
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Houston, TX
  • 02/2015 → Present
    Health Insurnace Services
    Houston, TX
  • 01/2021 → Present
    Dream Builder Financial
    Plesenton, CA
  • 02/2023 → Present
    Sriya Dxl Llc, Sriya Ai
    Duluth, GA
Previous Registrations
  • 2010-05-07 → 2012-01-06
    Investment Advisors International, Inc.
    Houston, TX
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HEALTH INSURANCE SERVICES; NO; 5311 EMERALD BROOK, HOUSTON, TX 77041; HEALTH INSURANCE SALE FOR INDIVIDUALS & GROUP WITH VARIOUS HEALTH INSURANCE PROVIDER; SALES AGENT; 2/15/15 SRIYA DXL LLC, SRIYA AI POSITION: Marketing/salea NATURE: Ai INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023 ADDRESS: 7975 Inverness Way, Duluth GA 30097, United States DESCRIPTION: Marketing Strategies

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-05
  • S66 Uniform Combined State Law Examination
    2005-07-05
Other Names
  • Azar S. Azarpour
  • Azar Safari Azarpour

View on SEC IAPD

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