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Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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 2026-07-06
  • WA RA
    APPROVED
    Since 2026-07-06

Branch Locations

13010 Ne 20Th St Ste 100, 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
World Financial Group Insurance Agency Bellevue WA 03/2024 Present
Transamerica Financial Advisors, Llc Bellevue WA 05/2026 Present
Student Bellevue WA 09/2015 06/2019
Tesla Bellevue WA 11/2023 03/2026
Student Seattle WA 09/2019 06/2023
Ampseattles Llc Bellevue WA 07/2024 03/2026
Zhangliang Spicy Hot Pot Bellevue WA 09/2019 06/2020
Unemployed Bellevue WA 06/2023 11/2023
Flowspace Llc Bellevue WA 08/2020 Present
Flowspace Llc Bellevue WA 08/2021 Present
  • 03/2024 → Present
    World Financial Group Insurance Agency
    Bellevue, WA
  • 05/2026 → Present
    Bellevue, WA
  • 09/2015 → 06/2019
    Student
    Bellevue, WA
  • 11/2023 → 03/2026
    Tesla
    Bellevue, WA
  • 09/2019 → 06/2023
    Student
    Seattle, WA
  • 07/2024 → 03/2026
    Ampseattles Llc
    Bellevue, WA
  • 09/2019 → 06/2020
    Zhangliang Spicy Hot Pot
    Bellevue, WA
  • 06/2023 → 11/2023
    Unemployed
    Bellevue, WA
  • 08/2020 → Present
    Flowspace Llc
    Bellevue, WA
  • 08/2021 → Present
    Flowspace Llc
    Bellevue, WA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. Name: FLOWSPACE LLC / Investment Related - No / Date: 08:2020 / Hrs (Month): 0 / Hrs (Day): 0 / Activity: I oversee all the business activities. FLOWSPACE LLC POSITION: Owner NATURE: E-commerce INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2021 ADDRESS: 13930 SE 21st Ct, Bellevue WA 98007, United States DESCRIPTION: I oversee all the activities in my company. Daily activities include website design (not yet published) and product promotion.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-06
  • S66 Uniform Combined State Law Examination
    2026-07-06
Other Names
  • Jeremy Huang

View on SEC IAPD

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