Yoga L Gudivada

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

• 08/2020 → Present
  Transamerica Financial Advisors
  Plano, TX
• 07/2019 → Present
  Wfgia
  Plano, TX
• 01/2018 → 12/2021
  Drivestream Inc
  Sterling, VA
• 09/2016 → 07/2017
  Inoapps Usa
  Houston, TX
• 08/2017 → 12/2017
  Travercent Inc
  Addison, TX
• 11/2021 → Present
  Gavi Associates Inc
  Frisco, TX
• 12/2021 → Present
  A+ Insurance Designers
  Dallas, TX
• 05/2019 → Present
  World System Builders (Wsb)
  Alviso, CA
• 02/2024 → Present
  Transamerica Employee Benefits
  Frisco, TX
• 04/2024 → Present
  Gita Mandir Inc
  Frisco, TX
• 04/2024 → Present
  Gita Mandir Inc
  Frisco, TX
• 11/2024 → Present
  Net Law
  Louisville,, KY
• 06/2025 → Present
  College Funding Solutions Inc
  Salem, OR
• 07/2025 → Present
  People 2.0
  Sunnyvale, CA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 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. 05/2019PRESENTWorld System Builders (WSB)AlvisoCaliforniaUnited StatesYesNA GAVI Associates INC / 1121-Present / Investment Related: No / 2421 Bunny Run Ln, Frisco, TX 75034 / Partner/ IT consulting Services / Hrs. Work Monthly: 80 / Sec Trading Hrs: 4 / The activities are similar to what I do today with my self-employment - implementing Oracle Application for companies A+ Insurance Designers/No/1111 West Mockingbird Ln. Dallas, TX 75247/Independent Agent/Health Insurance Agent/12/06/2021/5/1/Profice Health Insurance Quotes to Clients/approved with restrictions TRANSAMERICA EMPLOYEE BENEFITS POSITION: Agent NATURE: Be an Agent and provide Employee Benefits package for an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/12/2024 ADDRESS: 2421 Bunny Run Ln, Frisco TX 75034, United States DESCRIPTION: Work with Companies who want to setup Employee Benefits like Group Life Insurance and TransAmerica Employee Benefits to setup a Group Plans for the company employees. GITA MANDIR INC POSITION: Director NATURE: Non Profit Organization, Building temple and Indian Cultural and heritage center INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 04/12/2024 ADDRESS: 2421 Bunny Run Ln, Frisco TX 75034, United States DESCRIPTION: Involved in book keeping and accounting of the non-profit. Involved as a founding director. Do not have any check writing responsibility. NET LAW POSITION: Agent NATURE: Estate Planning Software Provider INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: 12910 Shelbyville Road, Suite 124,, Louisville, KY 40243, United States DESCRIPTION: I have procured some licenses for Estate Planning solution to offer it to clients. This package comes along with Trust. COLLEGE FUNDING SOLUTIONS INC POSITION: Advisor NATURE: College Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/16/2025 ADDRESS: 4676 Commercial St SE #460, Salem OR 97302, United States DESCRIPTION: Be an Advisor for College Planning Program offered by CFS. They help high school students prepare for college which includes Academic, Social and Financial Inputs. PEOPLE 2.0 POSITION: Associate NATURE: IT Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 07/28/2025 ADDRESS: 330 Potrero Ave, Sunnyvale CA 94085, United States DESCRIPTION: Implement Oracle financials for mutiple clients. Initial client will be HCLTech. Oracle financials refers to an ERP package that will be implemented to different companies. It will be used as their book keeping record. This is purely an IT consulting activity and a book keeping software. There is no investments or investment related activity involved at all. The companies implemented will use Oracle financials as their financial reporting and accounting systems. my role will be to understand their current accounting software and design Oracle financials accordingly. We discuss their accounting requirements and design the software to meet their needs. This is an IT consulting activity. We don't discuss or talk about any investments

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-21
• S65 Uniform Investment Adviser Law Examination
  2020-10-10

Other Names

• Narasimham Yoga Lakshmi Gudivada