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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-16 |
Branch Locations
13010 Ne 20Th St Ste 100, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group Insurance Agency | Bellevue | WA | 05/2024 | Present |
| Transamerica Financial Advisors, Llc | Bellevue | WA | 03/2026 | Present |
| Boeing | Everett | WA | 06/2024 | 01/2025 |
| Sine Draco Avaiation Technology | Bellevue | WA | 05/2025 | Present |
| Unemployed | Bothell | WA | 01/2025 | 05/2025 |
| Sine Draco Aviation Technology | Bellevue | WA | 04/2017 | 11/2023 |
| Unemployed | Bothell | WA | 11/2023 | 06/2024 |
| Electroimpact | Mukilteo | WA | 09/2014 | 03/2017 |
| Chinese Institute Of Engineers (Seattle Chapter) | Bothell | WA | 01/2021 | Present |
Name: Sine Draco Avaiation Technology / Investment Related - No / Date: 05:2025 / Hrs (Month): 10 / Hrs (Day): 1 / Activity: Managing the project cost, budget, plan Name: Chinese Institute of Engineers (Seattle Chapter) / Investment Related - No / Date: 01:2021 / Hrs (Month): 4 / Hrs (Day): 0 / Activity: Responsible on the organization's scholarship program to promote STEM to the next generation. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-16 |
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