Cheng Heong Yeoh

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → Present
  World Financial Group
  Santa Clara, CA
• 10/2006 → Present
  Professional Group Plans
  New York, NY
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Santa Clara, CA
• 05/2012 → Present
  Ben Yeoh Apartment Rental
  Jamaica, NY
• 08/2012 → Present
  Creekwood Villas 11 Home Owners Association
  Morgan Hill, CA
• 11/2012 → Present
  Aetna
  Hartford, CT
• 01/2013 → 07/2022
  Toastmasters International
  San Jose, CA
• 07/2013 → Present
  United Healthcare
  Rocky Hill, CT
• 09/2017 → Present
  Silicon Valley Enterprise, Inc.
  Santa Clara, CA
• 07/2017 → Present
  Guardian Dental Insurance
  Spokane, WA
• 08/2019 → Present
  Principal Dental
  Walnut Creek, CA
• 08/2022 → Present
  Dream Builder Financial
  Pleasanton, CA

Previous Registrations

• 2009-03-19 → 2012-01-06
  Investment Advisors International, Inc.
  Santa Clara, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc CREEKWOOD VILLAS 11 HOME OWNERS ASSOCIATIONMORGAN HILLCaliforniaUnited StatesNoDIRECTOR OF THE HOA BOARD08/2012PRESENT BEN YEOH APARTMENT RENTALJAMAICANew YorkUnited StatesNoOWNER 05/2012PRESENT PROFESSIONAL GROUP PLANSNEW YORKNew YorkUnited StatesNoBROKER 10/2006PRESENT Dream Builder FinancialPleasantonCaliforniaUnited StatesYesNA 08/2022PRESENT Principal Dental / 0819-Present / Investment-related: No / 500 Ygnacio Valley Road Suite 270 Walnut Creek, CA 94596 / Agent- Broker/ Principal Financial offers many products but I will only sell the group dental plans in this OBA./ Monthly Hrs: .05 / Sec Hrs: 0/ I will occasionally sell the dental plans when opportunities arise. RENTAL PROPERTY - SAN JOSE, 2836 SINGING RAIN PL SAN JOSE CA 95127, START DATE 10-15-2012, NOT INVESTMENT RELATED, PROPERTY OWNER,PROVIDE THE TENANT A SAFE AND CLEAN ENVIRONMENT TO LIVE IN, 1 HRS/WEEK AETNA,151 FARMINGTON AVE.,HARTFORD, CT 06156; BROKER/AGENT; NON-INVESTMENT RELATED; SELLING ONLY HEALTH INSURANCE PLANS,2 HRS/MO. MALAYSIAN PROFESSIONAL & BUSINESS ASSOCIATION,226 AIRPORT PARKWAY STE 480, SAN JOSE CA 95110, NON INVESTMENT RELATED,START DATE 01/01/2013,VICE PRESIDENT, 2HRS PER MONTH UNITED HEALTHCARE; NOT INVESTMENT-RELATED; 400 CAPITOL BLVD, FLOOR 2, ROCKY HILL, CT 06007; HEALTH INSURANCE CARRIER; SALES REPRESENTATIVE/BROKER; 07/16/13; 8 HRS/MONTH; SELLING HEALTH INSURANCE PRODUCTS Silicon Valley Enterprise, Inc/Not investment related/9.1.2017/3375 Scott Blvd 300 Santa Clara CA 95054/President/C Corp set up for signing lease for new office/Once lease is signed, no duties/Approved with restrictions GUARDIAN DENTAL INSURANCE/ 7.1.2017/ INDEPENDENT BROKER/ NON INVESTMENT RELATED/ PO BOX 2459 SPOKANE WA 99210/ SERVICE EXISTING DENTAL INS ACCOUNT/ APPROVED WITH RESTRICTIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-13
• S63 Uniform Securities Agent State Law Examination
  1995-01-03

Other Names

• Ben Yeoh