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Erin Soliven

Transamerica Financial Advisors, LLC

Winter Park, FL

CRD 8044822

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-20
FL RA APPROVED 2025-02-27
  • TX RA
    APPROVED
    Since 2026-07-20
  • FL RA
    APPROVED
    Since 2025-02-27

Branch Locations

1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • 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 Winter Park FL 02/2025 Present
Wfgia Winter Park FL 02/2024 Present
Winghouse Sanford FL 12/2016 04/2020
Unemployed Longwood FL 04/2020 07/2020
Adventhealth Orlando FL 07/2020 02/2024
The Silly Grape Maitland FL 07/2016 11/2016
Student Optimum Services Glendale CA 03/2026 Present
  • 02/2025 → Present
    Transamerica Financial Advisors
    Winter Park, FL
  • 02/2024 → Present
    Wfgia
    Winter Park, FL
  • 12/2016 → 04/2020
    Winghouse
    Sanford, FL
  • 04/2020 → 07/2020
    Unemployed
    Longwood, FL
  • 07/2020 → 02/2024
    Adventhealth
    Orlando, FL
  • 07/2016 → 11/2016
    The Silly Grape
    Maitland, FL
  • 03/2026 → Present
    Student Optimum Services
    Glendale, CA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). STUDENT OPTIMUM SERVICES POSITION: Referral partner NATURE: Student Loan Forgiveness INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 1160 N Central Ave, Glendale CA 91202, United States DESCRIPTION: I would connect my clients who need help with having their student loans forgiven to the director, David Kazarian, of Student Optimum Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-01
  • S65 Uniform Investment Adviser Law Examination
    2025-02-01
Other Names
  • Erin Garcia Tanuyan

View on SEC IAPD

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