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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
NV RA APPROVED 2026-02-23
UT RA APPROVED 2026-02-20
  • NV RA
    APPROVED
    Since 2026-02-23
  • UT RA
    APPROVED
    Since 2026-02-20

Branch Locations

493 South Orem Blvd., Orem, UT 84058 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Salt Lake City UT 03/2017 07/2018
Morgan Stanley South Jordan UT 06/2014 03/2017
Timpanogos Regional Medical Services Orem UT 11/2015 03/2017
Uber Provo UT 10/2016 03/2017
Lyft Provo UT 12/2016 03/2017
Columbia Trading And Services Provo UT 08/2018 02/2019
Fidelity Brokerage Services, Llc Salt Lake City UT 03/2019 07/2022
Sarang Yeah Llc Provo UT 08/2022 08/2024
Sarang Yeah Ii Llc Orem UT 06/2023 03/2024
Chuk's Kitchen Provo UT 11/2023 09/2025
Durante Insurance & Services Las Vegas NV 10/2024 Present
Chuk Che Dba Emma Financial Eagle Mountain UT 11/2024 01/2026
Door Dash San Francisco CA 12/2025 Present
Wfgia Orem UT 01/2026 Present
Transamerica Financial Advisors Orem UT 02/2026 Present
Netlaw Louisville KY 01/2026 Present
Berwick Insurance Group Tucson AZ 06/2026 Present
  • 03/2017 → 07/2018
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 06/2014 → 03/2017
    Morgan Stanley
    South Jordan, UT
  • 11/2015 → 03/2017
    Timpanogos Regional Medical Services
    Orem, UT
  • 10/2016 → 03/2017
    Uber
    Provo, UT
  • 12/2016 → 03/2017
    Lyft
    Provo, UT
  • 08/2018 → 02/2019
    Columbia Trading And Services
    Provo, UT
  • 03/2019 → 07/2022
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 08/2022 → 08/2024
    Sarang Yeah Llc
    Provo, UT
  • 06/2023 → 03/2024
    Sarang Yeah Ii Llc
    Orem, UT
  • 11/2023 → 09/2025
    Chuk's Kitchen
    Provo, UT
  • 10/2024 → Present
    Durante Insurance & Services
    Las Vegas, NV
  • 11/2024 → 01/2026
    Chuk Che Dba Emma Financial
    Eagle Mountain, UT
  • 12/2025 → Present
    Door Dash
    San Francisco, CA
  • 01/2026 → Present
    Wfgia
    Orem, UT
  • 02/2026 → Present
    Transamerica Financial Advisors
    Orem, UT
  • 01/2026 → Present
    Netlaw
    Louisville, KY
  • 06/2026 → Present
    Berwick Insurance Group
    Tucson, AZ
Previous Registrations
  • 2007-06-22 → 2010-12-10
    Investment Advisors International, Inc.
    Las Vegas, NV
  • 2005-07-19 → 2006-01-03
    Las Vegas, NV
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Chuk's Kitchen LLC Investment Related? NO Provo, UT Food service Owner Start date 11/2023 0 hours, not active at present. 2.) Durante Insurance & Services Investment Related? NO Las Vegas, NV P&C Insurance Independent Agent Start date 10/2024 20 hours per month, 1 hour per day during trading. 3.) Door Dahs Investment Related? NO San Francisco, CA Dasher Start date 12/2025 90 hours per month, 2 hours per day during trading. NETLAW POSITION: Referral Partner NATURE: Living Trust document INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2026 ADDRESS: 12910 Shelbyville Road, Louisville KY 40243, United States DESCRIPTION: My involvement with this OBA consists of introducing the program to clients, referring interested individuals to the provider, and assisting clients with entering their information into the platform for trust document preparation. I do not provide legal advice, interpret legal provisions, or customize documents beyond the platform's standard format. My role is strictly administrative in nature and limited to facilitating referrals and assisting with the enrollment and data entry process. BERWICK INSURANCE GROUP POSITION: agent NATURE: National Marketing Organization (NMO) providing carrier contracting, training, and support for independent agents selling Medicare and health insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2026 ADDRESS: 4576 E Camp Lowell Drive, Tucson AZ 85712, United States DESCRIPTION: I am affiliated with Berwick Insurance Group as a licensed insurance producer for Medicare and health insurance products. Berwick serves as my National Marketing Organization (NMO) by providing carrier appointments, training, compliance support, and marketing resources. I am currently completing carrier appointments and onboarding. Once appointed, I will provide additional service in Medicare and health insurance, providing quotes, assisting with applications and enrollments, and servicing policies. I have not conducted any business or received any compensation through Berwick at this time.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-12
S65 Uniform Investment Adviser Law Examination 2025-09-10
  • S63 Uniform Securities Agent State Law Examination
    2026-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-10
Other Names
  • Chuk Che-Lee
  • Chuk Nyion Che-Lee
  • Chuk Nyion Che
  • Chuk Che
  • Emma Che

View on SEC IAPD

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