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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 2026-08-17
  • WA RA
    APPROVED
    Since 2026-08-17

Branch Locations

355 118Th Ave Se Suite 100A, 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
World Financial Group, Inc. Renton WA 07/2011 Present
Wfgia Bellevue WA 09/2013 Present
Safe Harbor Health Insurance Services Renton WA 08/2013 Present
Transamerica Financial Advisors Bellevue WA 06/2026 Present
Seattle Chinese New Immigrants Center Bellevue WA 09/2013 Present
Seattle Chinese Service Center Llc Bellevue WA 06/2016 Present
Scnic Llc Bellevue WA 06/2017 Present
355 Wilburton Office Condominium Assoc. Renton WA 10/2017 Present
6602 Llc Newcastle WA 02/2019 Present
6620 Llc Renton WA 07/2022 Present
Rental Property Newcastle WA 03/2023 Present
Scnic Boating Llc Renton WA 08/2025 Present
  • 07/2011 → Present
    World Financial Group, Inc.
    Renton, WA
  • 09/2013 → Present
    Wfgia
    Bellevue, WA
  • 08/2013 → Present
    Safe Harbor Health Insurance Services
    Renton, WA
  • 06/2026 → Present
    Transamerica Financial Advisors
    Bellevue, WA
  • 09/2013 → Present
    Seattle Chinese New Immigrants Center
    Bellevue, WA
  • 06/2016 → Present
    Seattle Chinese Service Center Llc
    Bellevue, WA
  • 06/2017 → Present
    Scnic Llc
    Bellevue, WA
  • 10/2017 → Present
    355 Wilburton Office Condominium Assoc.
    Renton, WA
  • 02/2019 → Present
    6602 Llc
    Newcastle, WA
  • 07/2022 → Present
    6620 Llc
    Renton, WA
  • 03/2023 → Present
    Rental Property
    Newcastle, WA
  • 08/2025 → Present
    Scnic Boating Llc
    Renton, WA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1.) Safe Harbor Health Insurance Investment Related? No 355 118th Ave, SE | Suite 104 | Bellevue, WA 98056 Agent/Owner Start date 8/2013 80 hours per month, 3 hours per day during trading. 2.) Seattle Chinese New Immigrants Center Investment Related? No 355 118th Ave SE | Suite 103 | Bellevue, WA 98056 Chairman/Owner Start date 9/2013 20 hours per month, 1 hour per day during trading. 3.) Seattle Chinese Service Center Investment Related? No 355 188th Ave SE | Suite 103 | Bellevue, WA 98056 Manager/Owner Start date 6/2016 20 hours per month, 1 hour per day during trading. 4.) SCNIC LLC Investment Related? No 355 188th Ave SE | Suite 100 | Bellevue, WA 98056 Partial Owner of rental property Start date 6/2017 0 hours per month. 5.) 355 Wilburton Office Condominium Assoc. Investment Related? No 355 188th Ave SE | Suite 103 | Bellevue, WA 98056 Governor Start date 10/2017 2 hour per month, 0 during trading. 6.) 6802 LLC Investment Related? Yes 6802 Lake Washington Blvd. SE | Newcastle, WA 98056 Partial Owner of rental property 0 hours per month. 7.) 6620 LLC Investment Related? Yes 6620 Lake Washington Blvd. SE | Renton, WA 98056 Owner Start date 7/2022 0 hours per month. 8.) Rental Property Investment Related? No 11607 SE 77th Place | Newcastle, WA 98056 Owner Start date 3/2023 0 hours per month. 9.) SCNIC Boating LLC Investment Related? No 1047 Williams Ave. North | Renton, WA 98056 Governor Start date 8/2025 2 hour per month, 0 hours during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-17
  • S66 Uniform Combined State Law Examination
    2026-08-17

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