Long T Hoang

Current Employers

Transamerica Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-11-19

CA RA
APPROVED

Since 2021-11-19

Branch Locations

2099 Gold Street, Alviso, CA 95002-2028 • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Sunnyvale	CA	11/2017	09/2018
Transamerica Financial Advisors, Inc	Alviso	CA	11/2017	Present
World Financial Group, Inc.	Alviso	CA	04/2013	Present
Southbay Health And Insurance Services	San Jose	CA	09/2013	Present
National Association Of Registered Social Security Analysts	Melville	NY	08/2021	Present
Transamerica	Alviso	CA	11/2017	09/2018
The Hoang Inc.	San Jose	CA	10/2018	Present
World System Builders (Wsb)	Alviso	CA	04/2017	Present

11/2017 → 09/2018

Transamerica Financial Advisors, Inc

Sunnyvale, CA
11/2017 → Present

Transamerica Financial Advisors, Inc

Alviso, CA
04/2013 → Present

World Financial Group, Inc.

Alviso, CA
09/2013 → Present

Southbay Health And Insurance Services

San Jose, CA
08/2021 → Present

National Association Of Registered Social Security Analysts

Melville, NY
11/2017 → 09/2018

Transamerica

Alviso, CA
10/2018 → Present

The Hoang Inc.

San Jose, CA
04/2017 → Present

World System Builders (Wsb)

Alviso, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WSB is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. World System Builders (WSB) | Marketing | co brand company through WFGIA | Alviso, CA | investment related NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS \ POSITION: NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYST NATURE: Social Security income report INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 68 S Service Rd, 100, MELVILLE NY 11747 \ DESCRIPTION: Social Security reports for clients THE HOANG INC. \ POSITION: CEO NATURE: Hair Salon INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 1060 Willow St, #8, SAN JOSE CA 95125 \ DESCRIPTION: I manage the accounting for my wife. SOUTHBAY HEALTH AND INSURANCE SERVICES \ POSITION: MEDICARE AGENT NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 989 Story Rd, 8033, SAN JOSE CA 92122 \ DESCRIPTION: Compare medicare plans with clients

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-02-03
S65	Uniform Investment Adviser Law Examination	2021-08-16

S63 Uniform Securities Agent State Law Examination

2022-02-03
S65 Uniform Investment Adviser Law Examination

2021-08-16

Other Names

Long The Hoang

View on SEC IAPD