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Eliot James Passy-Tolar

Transamerica Financial Advisors, LLC

Houston, TX

CRD 8292003

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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
TX RA APPROVED 2026-06-08
  • TX RA
    APPROVED
    Since 2026-06-08

Branch Locations

6200 Savoy Dr #701, Houston, TX 77036 • 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
N/A Magnolia TX 05/2016 03/2019
Us Navy Goose Creek SC 03/2019 09/2022
Advantage Storage Sachse TX 11/2022 01/2023
Blue Science Pools Spring TX 03/2023 07/2023
N/A Magnolia TX 07/2023 09/2025
Corseque Llc Magnolia TX 05/2024 Present
Wfgia Houston TX 08/2025 Present
Mathnasium Spring Spring TX 09/2025 Present
Transamerica Financial Advisors Houston TX 06/2026 Present
Corseque Llc Austin TX 05/2024 Present
  • 05/2016 → 03/2019
    N/A
    Magnolia, TX
  • 03/2019 → 09/2022
    Us Navy
    Goose Creek, SC
  • 11/2022 → 01/2023
    Advantage Storage
    Sachse, TX
  • 03/2023 → 07/2023
    Blue Science Pools
    Spring, TX
  • 07/2023 → 09/2025
    N/A
    Magnolia, TX
  • 05/2024 → Present
    Corseque Llc
    Magnolia, TX
  • 08/2025 → Present
    Wfgia
    Houston, TX
  • 09/2025 → Present
    Mathnasium Spring
    Spring, TX
  • 06/2026 → Present
    Transamerica Financial Advisors
    Houston, TX
  • 05/2024 → Present
    Corseque Llc
    Austin, TX
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Corseque LLC Investment Related? No 26963 Sabinal Trail | Magnolia, TX 77355 Owner Start date 5/2024 17 Hours per month, 0 hours per day during trading. Purchase pool cleaning products from manufacturers for sale to customers. 2.) Mathnasium Spring Investment Related? No 21181 Kuykendahl Road | Suite 410| Spring, TX 77379 Offers mathematics teaching/tutoring services. Instructor Start date 9/2025 25 hours per month, 0 hours during trading. Teach afterschool mathematics to children. CORSEQUE LLC POSITION: owner NATURE: Pool supply sale INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2024 ADDRESS: 5900 Balcones Drive STE 100, Austin TX 78731, United States DESCRIPTION: Purchase pool supplies from manufacturers and resell to consumers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-04
  • S65 Uniform Investment Adviser Law Examination
    2026-05-04

View on SEC IAPD

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