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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-03-18
  • WA RA
    APPROVED
    Since 2025-03-18

Branch Locations

2700 Richards Road Suite 204A, Bellevue, WA 98005 • 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
Wfgia Bellevue WA 01/2014 Present
Transamerica Financial Advisors, Inc Bellevue WA 03/2022 Present
Associated Catholic Cemeteries Shoreline WA 11/2015 Present
Crown Refining Simi Valley CA 11/2013 12/2021
The Fellowship -- Seattle Issaquah WA 01/2021 Present
Wealthwave John's Creek GA 02/2020 Present
Heartland Institute Of Financial Education Greenwood Village CO 07/2025 Present
  • 01/2014 → Present
    Wfgia
    Bellevue, WA
  • 03/2022 → Present
    Transamerica Financial Advisors, Inc
    Bellevue, WA
  • 11/2015 → Present
    Associated Catholic Cemeteries
    Shoreline, WA
  • 11/2013 → 12/2021
    Crown Refining
    Simi Valley, CA
  • 01/2021 → Present
    The Fellowship -- Seattle
    Issaquah, WA
  • 02/2020 → Present
    Wealthwave
    John's Creek, GA
  • 07/2025 → Present
    Heartland Institute Of Financial Education
    Greenwood Village, CO
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc ASSOCIATED CATHOLIC CEMETERIES/Investment Related - No/205 NE 205th Street, Shoreline WA 98155/Help people make a memorial plan at a Catholic cemetery./Parish Counsselor/11.2015/40/20/Meet with families who want to make a memorial plan at a catholic cemetery. THE FELLOWSHIP -- SEATTLE/Investment Related - No/PO Box 642, Issaquah WA 98027 425-765-3456/Meets weekly to pray for the city of Seattle and its leaders./Board President/01.2021/6/2/Emcee weekly, early morning prayer meetings HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2025 ADDRESS: 8301 East Prentice Avenue, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: Arranging and providing workshops on financial wellness to businesses and employer groups as a Heartland CFEd.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-17
S63 Uniform Securities Agent State Law Examination 2022-09-03
  • S65 Uniform Investment Adviser Law Examination
    2025-03-17
  • S63 Uniform Securities Agent State Law Examination
    2022-09-03
Other Names
  • Bengt Johnson

View on SEC IAPD

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