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Xun Zhang

Transamerica Financial Advisors, LLC

Bellevue, WA

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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 2025-12-15
  • WA RA
    APPROVED
    Since 2025-12-15

Branch Locations

355 118Th Ave Se Suite 100A, 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, Llc (Tfa) Bellevue WA 07/2025 Present
World Financial Group Insurance Agency (Wfgia) Bellevue WA 05/2023 Present
Microsoft Redmond WA 02/2020 05/2023
Faraday Electric Llc Renton WA 02/2019 02/2020
Groupon Seattle WA 12/2017 02/2019
Microsoft Redmond WA 03/2015 12/2017
Rental Property Renton WA 07/2024 Present
  • 07/2025 → Present
    Transamerica Financial Advisors, Llc (Tfa)
    Bellevue, WA
  • 05/2023 → Present
    World Financial Group Insurance Agency (Wfgia)
    Bellevue, WA
  • 02/2020 → 05/2023
    Microsoft
    Redmond, WA
  • 02/2019 → 02/2020
    Faraday Electric Llc
    Renton, WA
  • 12/2017 → 02/2019
    Groupon
    Seattle, WA
  • 03/2015 → 12/2017
    Microsoft
    Redmond, WA
  • 07/2024 → Present
    Rental Property
    Renton, WA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Rental Property | investment related | 100% owner | collect monthly rent | 0 hours during trading | 7/2024 |1180 Monterey Ave Ne, Rent, WA 98056

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-01
  • S66 Uniform Combined State Law Examination
    2025-11-01

View on SEC IAPD

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Other Investors

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TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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