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Benny Ongkobudidjojo

Transamerica Financial Advisors, LLC

Houston, TX

CRD 5668611

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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
LA RA APPROVED 2013-07-01
TX RA APPROVED 2012-01-06
  • LA RA
    APPROVED
    Since 2013-07-01
  • TX RA
    APPROVED
    Since 2012-01-06

Branch Locations

2550 Gray Falls Dr Ste# 395, Houston, TX 77077 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfgia Houston TX 04/2009 Present
Ineos Usa Llc League City TX 12/2005 Present
Benefit Mall Dallas TX 11/2009 Present
Transamerica Financial Advisors, Inc Houston TX 01/2012 Present
Dream Builder Financial Houston TX 01/2023 Present
Lspn Pro Llc Lindon UT 04/2024 Present
Inheritguard, Llc Sheridan WY 02/2025 Present
  • 04/2009 → Present
    Wfgia
    Houston, TX
  • 12/2005 → Present
    Ineos Usa Llc
    League City, TX
  • 11/2009 → Present
    Benefit Mall
    Dallas, TX
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Houston, TX
  • 01/2023 → Present
    Dream Builder Financial
    Houston, TX
  • 04/2024 → Present
    Lspn Pro Llc
    Lindon, UT
  • 02/2025 → Present
    Inheritguard, Llc
    Sheridan, WY
Previous Registrations
  • 2011-05-06 → 2012-01-06
    Investment Advisors International, Inc.
    Houston, TX
    Houston, TX
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Dream Builder Financial | marketing | Yes investment related | 01/17/2023 | 11200 Westheimer Road, Houston, TX 77042 | WFGIA Co-brand company 02/2025PRESENTINHERITGUARD, LLCSheridanWyomingUnited StatesNoNone Co name: BENEFIT MALL / emp dates: 1109 TO PRESENT/ INVESTMENT RELATED: NO /address: 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251/ position: INDEPENDENT AGENT/ nature of business: THE COMPANY IS THE BROKER FOR HEALTH INSURANCE / hrs work monthly: 2 /Sec trading hrs: 1 / duties: PROVIDE HEALTH INSURANCE OPTION Co name: INEOS USA LLC / emp dates: 1109 TO PRESENT/ INVESTMENT RELATED: NO /address: 2600 S. SHORE BLVD SUITE 500 LEAGUE CITY, TX 77573/ position: ERP SUPPORT MANAGER/ nature of business: INEOS OLEFINS & POLYMERS USA IS CHEMICALS MANUFACTURING FIRM PRODUCING OLEFINS AND POLYMERS PRODUCTS / hrs work monthly: 160 /Sec trading hrs: 8 / duties: I MANAGE COMPANY WIDE ENTERPRISE RESOURCE PLANNING SOFTWARE AND BUSINESS PROCESS SUPPORT TEAM. WE USE SAP SOFTWARE LSPN PRO LLC \ POSITION: Agent NATURE: Estate planning INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/23/2024 \ ADDRESS: 100 N. STATE STREET, Lindon UT 84042 \ DESCRIPTION: Communications and appointments for estate planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-05
S63 Uniform Securities Agent State Law Examination 2009-08-21
  • S65 Uniform Investment Adviser Law Examination
    2011-04-05
  • S63 Uniform Securities Agent State Law Examination
    2009-08-21

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