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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-23 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors (Tfa) | Jacksonville | FL | 05/2025 | Present |
| Wfgia | Jacksonville | FL | 07/2024 | Present |
| Student | Milwaukee | WI | 01/2016 | 08/2018 |
| Student | Tallahassee | FL | 08/2018 | 12/2022 |
| Empire Properties, Inc | Tallahassee | FL | 01/2021 | 06/2024 |
| Amazon | Orlando | FL | 07/2024 | Present |
| Lpt Realty | Lake Mary | FL | 09/2024 | Present |
| Empire Properties, Llc | Tallahassee | FL | 01/2021 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. AMAZON | NOT INVESTMENT RELATED | AREA MANAGER | ORLANDO, FLORIDA | 07/2024 LPT REALTY | INVESTMENT RELATED | REAL ESTATE AGENT | SELLING HOMES | 09/2024 | LAKE MARY, FLORIDA EMPIRE PROPERTIES, LLC POSITION: Broker Associate NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 01/18/2021 ADDRESS: 1911 B N Monroe, Tallahassee FL 32303, United States DESCRIPTION: Real Estate Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
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