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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
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