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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-10 |
| UT | RA | APPROVED | 2026-08-04 |
Branch Locations
St. George, UT • United States
1380 Sw Westpark Suite 12, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | South Jordan | UT | 09/2007 | 11/2019 |
| Transamerica Financial Advisors | South Jordan | UT | 04/2012 | 11/2019 |
| Transamerica Financial Advisors | Bentonville | AR | 06/2026 | Present |
| Wfgia | Bentonville | AR | 05/2023 | Present |
| Vecon Llc | St. George | UT | 08/2024 | Present |
| Kyani | Idaho Falls | ID | 11/2018 | 09/2023 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Vecon, LLC Investment Related? No 2867 East 2930 South | St. George, UT | 84790 Owner Start date 8/2024 1 hour per month, 0 during trading. Family LLC for management of income and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-20 |
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