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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
WA RA APPROVED 2021-06-15
  • WA RA
    APPROVED
    Since 2021-06-15

Branch Locations

2700 Richards Road Suite 204A, Bellevue, WA 98005 • 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
Transamerica Financial Advisors, Inc Renton WA 04/2021 Present
World Financial Group, Ia. Renton WA 07/2020 Present
T-Mobile Usa Bellevue WA 01/2012 03/2020
Unemployed Tacoma WA 03/2020 08/2020
Tek Systems Bellevue WA 08/2020 02/2021
Net Law Group, Inc. Louisville KY 12/2021 Present
Lspn Pro, Llc Lindon UT 11/2022 Present
St Theresa's Parish Federal Way WA 12/2023 Present
Inheritguard, Llc Sheridan WY 06/2024 Present
World System Builders (Wsb) Bellevue WA 07/2026 Present
  • 04/2021 → Present
    Transamerica Financial Advisors, Inc
    Renton, WA
  • 07/2020 → Present
    World Financial Group, Ia.
    Renton, WA
  • 01/2012 → 03/2020
    T-Mobile Usa
    Bellevue, WA
  • 03/2020 → 08/2020
    Unemployed
    Tacoma, WA
  • 08/2020 → 02/2021
    Tek Systems
    Bellevue, WA
  • 12/2021 → Present
    Net Law Group, Inc.
    Louisville, KY
  • 11/2022 → Present
    Lspn Pro, Llc
    Lindon, UT
  • 12/2023 → Present
    St Theresa's Parish
    Federal Way, WA
  • 06/2024 → Present
    Inheritguard, Llc
    Sheridan, WY
  • 07/2026 → Present
    World System Builders (Wsb)
    Bellevue, WA
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2024 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. WORLD SYSTEM BUILDERS (WSB) POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 2700 Richards Road, Suite 204A, Bellevue WA 98005, United States DESCRIPTION: WFG and TFA Co-Brand

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-15
S63 Uniform Securities Agent State Law Examination 2021-05-08
  • S65 Uniform Investment Adviser Law Examination
    2021-06-15
  • S63 Uniform Securities Agent State Law Examination
    2021-05-08
Other Names
  • Lelian Anak Solip

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