Zhiyuan Wang

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-04-14
TX	RA	APPROVED_RES	2020-10-23
CA	RA	APPROVED	2016-06-07

NJ RA
APPROVED

Since 2022-04-14
TX RA
APPROVED_RES

Since 2020-10-23
CA RA
APPROVED

Since 2016-06-07

Branch Locations

2077 Gold Street, Alviso, CA 95002-1107 • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Alviso	CA	06/2014	Present
World Financial Group, Inc.	Alviso	CA	02/2012	Present
Futurewei Inc	Santa Clara	CA	05/2011	Present
Heartland Institution	Greenwood Village	CO	10/2013	03/2017
Rental Property	Fremont	CA	01/2018	Present
Rssa	Melville	NY	11/2021	Present
World System Builders (Wsb)	Alviso	CA	09/2012	Present

06/2014 → Present

Transamerica Financial Advisors, Inc

Alviso, CA
02/2012 → Present

World Financial Group, Inc.

Alviso, CA
05/2011 → Present

Futurewei Inc

Santa Clara, CA
10/2013 → 03/2017

Heartland Institution

Greenwood Village, CO
01/2018 → Present

Rental Property

Fremont, CA
11/2021 → Present

Rssa

Melville, NY
09/2012 → Present

World System Builders (Wsb)

Alviso, CA

Other Businesses

Sales of insurance or non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WSB-co-brand utilized by WFGIA agents (not a WFGIA company) - not an employee or an officer/director, no compensation. World System Builders (WSB) | Marketing | Co-brand company | 9/2012 | Alviso, CA | investment related RSSA / 1121-Present / Investment Related: No / 68 s Service Rd. Suite 100 Melville, NY 11747/ Certified RSSA / Consultant / Hrs. Work Monthly: 10 / Sec Trading Hrs: 0 / Educate people on how to optimize social security income. Futurewei Inc/Investment Related - No/2330 Central Expressway, Santa Clara, Ca, 95050, / /Principle Engineer / System testing /5.2011/Hrs Work monthly: 160/ Sec Trading hrs: 0/Lead Team On RD Of System Testing Techniques Rental Property/Yes-Investment Related/Owner Of Rental/1.5.2018/42236 Troyer Ave, Fremont, Ca 94539/331 Springbrook Blvd, Dayton, Oh 45404; 144 Orchard Street, Middletown, Oh 45044; 2 Hampton Square, Warner Robins, Ga 31088/ 3108 Herbert Dr., Montgomery, Al 36616; 6261 Lycoming Rd, Montgomery, Al 36117; 3515 Foxhall Dr., Montgomery, Al 36116; 1512 Thomas Dr, Montgomery, Al 35601; 8601 Daly Road, Cincinnati, Oh 45231; 332 Kling Drive, Dayton, Oh 45419/Rental Management/Hours.Month:10 / Sec Trading Hrs: 0 / Rental Property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-04-09
S63	Uniform Securities Agent State Law Examination	2014-06-19

S66 Uniform Combined State Law Examination

2016-04-09
S63 Uniform Securities Agent State Law Examination

2014-06-19

View on SEC IAPD