Juniwati Katopo

Transamerica Financial Advisors, LLC

CRD 8017712

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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:

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
TX	RA	APPROVED	2026-06-09

TX RA
APPROVED

Since 2026-06-09

Branch Locations

5700 Tennyson Parkway Suite 300 Room 58, Plano, TX 75024 • 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	Plano	TX	12/2024	Present
Wfgia	Plano	TX	02/2020	Present
Medline Industries	Northfield	IL	04/2015	02/2024

12/2024 → Present

Transamerica Financial Advisors, Inc

Plano, TX
02/2020 → Present

Wfgia

Plano, TX
04/2015 → 02/2024

Medline Industries

Northfield, IL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-09

S66 Uniform Combined State Law Examination

2026-06-09

View on SEC IAPD

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