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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 | 2025-10-10 |
Branch Locations
84 Ne Loop 410. Suite 2114, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 11/2022 | 04/2023 |
| Mr. W Fireworks | San Antonio | TX | 06/2017 | 01/2023 |
| Heb | San Antonio | TX | 10/2017 | 08/2019 |
| Orange Theory Fitness | San Antonio | TX | 03/2017 | 04/2018 |
| Unemployed | San Antonio | TX | 05/2016 | 03/2017 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2023 | 01/2025 |
| Wfgia | San Antonio | TX | 09/2025 | Present |
| Transamerica Financial Advisors | San Antonio | TX | 10/2025 | Present |
| Unemployment | Schertz | TX | 01/2025 | 09/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
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