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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 | 2026-05-20 |
Branch Locations
13111 N. Central Expwy Suite 2500-Dt, Dallas, TX 75243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Dallas | TX | 02/2026 | Present |
| World Financial Group Insurance Agency | Dallas | TX | 04/2025 | Present |
| World System Builders (Wsb) | Dallas | TX | 04/2025 | Present |
| Mesa Radiology Pa | Southlake | TX | 07/2010 | Present |
| Texas Radiology Associates | Plano | TX | 01/2019 | 11/2023 |
| Shorecliffs Golf Management Inc | San Clemente | CA | 08/2021 | Present |
Name: Mesa Radiology PA / Investment Related - No / Date: 07:2010 / Hrs (Month): 84 / Hrs (Day): 0 / Activity: Radiologist physician independent contractor Name: Shorecliffs Golf Management Inc / Investment Related - No / Date: 08:2021 / Hrs (Month): 8 / Hrs (Day): 0 / Activity: Overseeing executive team consisting of General Manager, Head Chef, Marketing Director and Grounds Superintendent. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World System Builders (WSB) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-09 |
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