Sharon Rong Deng

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

• 08/2007 → Present
  Wfgia
  New York, NY
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  New York, NY
• 06/2012 → Present
  Martin Financial Group
  Princeton, NJ
• 02/2013 → 08/2016
  G2 Biopharma
  Princeton, NJ
• 11/2014 → Present
  Setting Up S Corp
  Princeton, NJ
• 12/2023 → Present
  Penn Mutual
  Millville, NJ
• 09/2024 → Present
  Sharon R Deng Health Insurance Agent
  Princeton, NJ
• 09/2024 → Present
  Aim Financial Group
  Los Alamitos, CA
• 09/2024 → Present
  Crump
  Harrisburg, PA
• 11/2023 → Present
  Pacific Life
  Lincoln, NV

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Penn Mutual | From 12/2023 | Milville, New Jersey | Yes - investment related | Agent | Fixed Annuity Sales SETTING UP S CORP; NOT INVESTMENT RELATED; 114 HARVARD CIR PRINCETON NJ 08540; TO PASS THRU THE 1099 INCOME FROM WFG; OWNER; 11/18/2014; 20 HOURS/MONTH; TO PASS THRU THE 1099 INCOME FROM WFG SHARON R DENG HEALTH INSURANCE AGENT POSITION: Health Insurance Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2024 ADDRESS: 114 Harvard Cir, Princeton NJ, PRINCETON NJ 08540, United States DESCRIPTION: Helping people with health insurance AIM FINANCIAL GROUP POSITION: associate NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2024 ADDRESS: 3561 Howard Ave, #204, Los Alamitos CA 90720, United States DESCRIPTION: to gain an access to CoreBridge QOL products that my potential clients have been asking for. CRUMP POSITION: associate NATURE: annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2024 ADDRESS: 4135 North Front Street, Harrisburg PA 17110, United States DESCRIPTION: to gain an access to New York Life fixed annuities that my client has been asking for. PACIFIC LIFE INVESTMENT RELATED NO 777 RESEARCH DRIVE LINCOLN NEVADA 68521 AGENT IMMEDIATE ANNUITEIS SALES 11/20/2023 for the immediate annuties sales with Pacific Life, upon the initiation and requests of my clients. MARTIN FINANCIAL GROUP INVESTMENT RELATED NO INSURANCE AGENT 6/01/2012 PRINCETON NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-14
• S63 Uniform Securities Agent State Law Examination
  2008-01-12