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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 | 2026-07-06 |
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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-06 |
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