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Transamerica Financial Advisors, LLC CRD 16164
$2.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
| FL | RA | APPROVED | 2025-02-27 |
Branch Locations
1155 S Semoran Blvd Ste 1150, Winter Park, FL 32792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-01 |
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