Xiaoqi Ye

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → Present
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 03/2015 → Present
  World Financial Group, Inc.
  Bellevue, WA
• 06/2018 → 08/2018
  Sinobbd North America Inc.
  Bellevue, WA
• 01/2020 → 09/2023
  Chinasoft International Limited
  Bellevue, WA
• 09/2023 → Present
  Microsoft
  Redmond, WA
• 01/2011 → Present
  Xiaoqi Consulting Llc
  Newcastle, WA
• 11/2024 → Present
  Purple Husky Technologies
  Newcastle, WA
• 07/2024 → Present
  Pink Husky Foundation
  Newcastle, WA
• 07/2024 → Present
  Pink Husky Foundation
  Newcastle, WA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc MICROSOFT POSITION: Principal Technology Specialist NATURE: Engineering consultant INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 09/25/2023 ADDRESS: One Microsoft Way, Redmond WA 98052, United States DESCRIPTION: Principal Technology Specialist with AI expertise. XIAOQI CONSULTING LLC POSITION: CEO NATURE: Information technology consulting and WFG revenue pass through INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2011 ADDRESS: 12610 SE 81st Ct, newcastle WA 98056, United States DESCRIPTION: It is information technology consulting firm. PURPLE HUSKY TECHNOLOGIES POSITION: Interim Advisor NATURE: AI Technology Staffing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: 12610 SE 81st Ct, Newcastle WA 98056, United States DESCRIPTION: Assisted my husband while he was absent from the company from 11/18/24 to 9/23/25 PINK HUSKY FOUNDATION POSITION: Founder NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 12610 SE 81st Ct, Newcastle WA 98056, United States DESCRIPTION: Pink Husky Foundation is a non-profit project for my EMBA program in university. The goal is to build an AI companion dog for senior citizens living in institutions who are lonely and need a companion dog but cannot take care of a dog. My activities are designing the AI user experiences with the latest technologies, AI models, and designing the hardware components with the aim to build a functional and testable foundation prototype. PINK HUSKY FOUNDATION POSITION: Unpaid Volunteer NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 12610 SE 81st Ct, Newcastle WA 98056, United States DESCRIPTION: Pink Husky Foundation is a non-profit project for my EMBA program in university. The goal is to build an AI companiondog for senior citizens living in institutions who are lonely and need a companion dog but cannot take care of a dog.My activities are designing the AI user experiences with the latest technologies, AI models, and designing the hardwarecomponents with the aim to build a functional and testable foundation prototype.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-21
• S63 Uniform Securities Agent State Law Examination
  2017-06-21