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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
CA RA APPROVED 2026-06-15
TX RA APPROVED 2026-06-15
  • CA RA
    APPROVED
    Since 2026-06-15
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States

Plano, TX • 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 Pleasanton CA 04/2026 Present
World Financial Group Insurance Agency Pleasanton CA 01/2023 Present
Dallas Theological Seminary Dallas TX 01/2021 06/2024
Dallas Theological Seminary Dallas TX 07/2024 Present
Frisco Community Bible Church Frisco TX 06/2014 07/2024
Clement Woo (Self-Employed) Plano TX 05/2015 Present
Clement Woo (Volunteering) Plano TX 02/2005 Present
  • 04/2026 → Present
    Pleasanton, CA
  • 01/2023 → Present
    World Financial Group Insurance Agency
    Pleasanton, CA
  • 01/2021 → 06/2024
    Dallas Theological Seminary
    Dallas, TX
  • 07/2024 → Present
    Dallas Theological Seminary
    Dallas, TX
  • 06/2014 → 07/2024
    Frisco Community Bible Church
    Frisco, TX
  • 05/2015 → Present
    Clement Woo (Self-Employed)
    Plano, TX
  • 02/2005 → Present
    Clement Woo (Volunteering)
    Plano, TX
Other Businesses

Name: Dallas Theological Seminary / Investment Related - No / Date: 07:2024 / Hrs (Month): 160 / Hrs (Day): 0 / Activity: As a professor in the Educational Ministries & Leadership Dept, I focus on equipping students with skills in teaching, leadership, and discipleship for church ministry, with instruction in Chinese. Name: Clement Woo (Self-Employed) / Investment Related - No / Date: 05:2015 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: I serve churches and organizations through preaching, teaching, and leading training workshops and retreats. Name: Clement Woo (Volunteering) / Investment Related - No / Date: 02:2005 / Hrs (Month): 5 / Hrs (Day): 0 / Activity: Volunteer, no pay. Help low-income and widow(er) to file tax. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
S63 Uniform Securities Agent State Law Examination 2026-05-15
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15
  • S63 Uniform Securities Agent State Law Examination
    2026-05-15

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