Vivian Advincula Olero

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
OR	RA	APPROVED	2023-04-15
WA	RA	APPROVED	2023-04-05
TX	RA	APPROVED_RES	2020-10-26
CA	RA	APPROVED	2016-06-10

OR RA
APPROVED

Since 2023-04-15
WA RA
APPROVED

Since 2023-04-05
TX RA
APPROVED_RES

Since 2020-10-26
CA RA
APPROVED

Since 2016-06-10

Branch Locations

13111 N. Central Expwy Suite 2500-Dt, Dallas, TX 75243 • 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
World Financial Group	Dallas	TX	12/2003	Present
Benefit Mall	Dallas	TX	05/2005	12/2016
Transamerica Financial Advisors, Inc	Dallas	TX	01/2012	Present
Heartland Institute	Aurora	CA	07/2012	11/2021
Gld Financials Corp	Vancouver	WA	12/2023	Present
Lv Olero Inc	San Jose	CA	11/2015	12/2024
Hife College Planning	Aurora	CO	08/2012	Present

12/2003 → Present

World Financial Group

Dallas, TX
05/2005 → 12/2016

Benefit Mall

Dallas, TX
01/2012 → Present

Transamerica Financial Advisors, Inc

Dallas, TX
07/2012 → 11/2021

Heartland Institute

Aurora, CA
12/2023 → Present

Gld Financials Corp

Vancouver, WA
11/2015 → 12/2024

Lv Olero Inc

San Jose, CA
08/2012 → Present

Hife College Planning

Aurora, CO

Other Businesses

Sales of insurance products and non-insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc HIFE COLLEGE PLANNING, 2851 SOUTH PARKER RD STE 1100 AURORA CO 80014, START DATE 8-2012, NOT INVESTMENT REALTED, CERTIFIED COLLEGE COUNSELOR, COLLEGE CONSULTANT, TALK TO PARENTS AND STUDENTS ABOUT THIS PROGRAM AND HELP THEM FILL OUT THE FAFSA FORM, 8 HRS/WEEK GLD FINANCIALS CORP POSITION: Secretary NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2023 ADDRESS: 6901 NE 16th Ave, VANCOUVER WA 98665, United States DESCRIPTION: N/A

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-24
S63	Uniform Securities Agent State Law Examination	2004-06-05

S65 Uniform Investment Adviser Law Examination

2016-05-24
S63 Uniform Securities Agent State Law Examination

2004-06-05

View on SEC IAPD