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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-11 |
Branch Locations
13010 Ne 20Th St Ste 100, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Bellevue | WA | 05/2026 | Present |
| World Financial Group Insurance Agency | Bellevue | WA | 10/2025 | Present |
| Condie & Adams Pllc | Bothell | WA | 04/2024 | Present |
| Student | Seattle | WA | 09/2019 | 06/2021 |
| Sine Draco Aviation Technology | Bellevue | WA | 08/2021 | 08/2022 |
| Homemaker | Redmond | WA | 08/2022 | 04/2024 |
| Sine Draco Aviation Technology | Bellevue | WA | 10/2017 | 10/2018 |
| Homemaker | Redmond | WA | 10/2018 | 09/2019 |
| Student | Columbia | MO | 08/2013 | 08/2017 |
Name: Condie & Adams PLLC / Investment Related - No / Date: 04:2024 / Hrs (Month): 160 / Hrs (Day): 8 / Activity: Managing the daily operations of a legal practice, ensuring that administrative functions run efficiently and support the firm legal work, and coordinating schedules and case workflows. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-11 |
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