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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:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-04-10
  • MD RA
    APPROVED
    Since 2024-04-10

Branch Locations

14203 Park Center Drive Suite 304, Laurel, MD 20707 • 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
Cedar Hill Regional Medical Center Washington DC 03/2026 Present
Transamerica Financial Advisors, Inc Laurel MD 04/2024 Present
Wfgia Laurel MD 04/2024 Present
Senior Market Sales Omaha NE 03/2020 Present
Akumin Medical Imaging Laurel MD 02/2021 Present
Adventist Hospital Silver Spring MD 08/2016 09/2020
Bayview Medical Center Baltimore MD 05/2013 08/2017
Anne Arundel Medical Center Annapolis MD 05/2022 Present
Sequent Planning, Llc Omaha NE 02/2023 03/2024
Hereafter Properties, Llc Andre Muhammad Gwynn Oak MD 10/2006 Present
White Oak Medical Center Silver Spring MD 08/2024 Present
Excelsia Hyattsville MD 02/2025 07/2025
Washington Radiology Greenbelt MD 02/2025 Present
  • 03/2026 → Present
    Cedar Hill Regional Medical Center
    Washington, DC
  • 04/2024 → Present
    Transamerica Financial Advisors, Inc
    Laurel, MD
  • 04/2024 → Present
    Wfgia
    Laurel, MD
  • 03/2020 → Present
    Senior Market Sales
    Omaha, NE
  • 02/2021 → Present
    Akumin Medical Imaging
    Laurel, MD
  • 08/2016 → 09/2020
    Adventist Hospital
    Silver Spring, MD
  • 05/2013 → 08/2017
    Bayview Medical Center
    Baltimore, MD
  • 05/2022 → Present
    Anne Arundel Medical Center
    Annapolis, MD
  • 02/2023 → 03/2024
    Omaha, NE
  • 10/2006 → Present
    Hereafter Properties, Llc Andre Muhammad
    Gwynn Oak, MD
  • 08/2024 → Present
    White Oak Medical Center
    Silver Spring, MD
  • 02/2025 → 07/2025
    Excelsia
    Hyattsville, MD
  • 02/2025 → Present
    Washington Radiology
    Greenbelt, MD
Previous Registrations
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SENIOR MARKET SALES/Investment Related - No/6420 DODGE RD STE 510, OMAHA NEBRASKA 68114 SELLING LIFE/HEALTH INSURANCE AND FIXED ANNUITIES/NA/06.2020/15/15/RESPONSIBILITY OF INS. AGENT AKUMIN MEDICAL IMAGING/Investment Related - No/7150 CONTEE RD, LAUREL MD 20707/MEDICAL IMAGING SERVICES ON PATIENTS/MRI TECHNOLOGIST/02.2021/16/8/FACILITATING MRI EXAMS ANNE ARUNDEL MEDICAL CENTER/Investment Related - No/2001 MEDICAL PARKWAY, ANNAPOLIS MD 21401/HEART RELATED MEDICAL ISSUES/CARDIOVASCULAR TECHNOLOGIST/05.2022/16/16/ASSISTING DOCTOR WITH HEART PROCEDURES HEREAFTER PROPERTIES, LLC ANDRE MUHAMMAD/Investment Related - No/3502 WOODMOOR ROAD, GWYNN OAK MD 21207 /MANAGING THE TENANTS IN PROPERTY AS WELL AS THE MAINTENANCE OF THE PROPERTY. COLLECTING RENTS AND PAYING BILLS AS DUE/OWNER/10.2006/10/0/SAME AS ABOVE WHITE OAK MEDICAL CENTER POSITION: MRI Technologist NATURE: Medical Imaging INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2024 ADDRESS: 11890 Healing Way, Silver Spring MD 20904, United States DESCRIPTION: Performing MRI imaging exams on patients on a part-time basis. WASHINGTON RADIOLOGY POSITION: MRI Technologist NATURE: Staff Technologist INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2025 ADDRESS: 7701 Greenbelt Road, GREENBELT MD 20770, United States DESCRIPTION: Perform MRI imaging exams on patients on a part-time basis CEDAR HILL REGIONAL MEDICAL CENTER POSITION: MRI Technologist NATURE: Staff Employee INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2026 ADDRESS: 1200 Pecan St SE, Washington DC 20032, United States DESCRIPTION: Performing MRI scans on hospital patients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-03
S63 Uniform Securities Agent State Law Examination 1999-01-04
  • S65 Uniform Investment Adviser Law Examination
    2023-01-03
  • S63 Uniform Securities Agent State Law Examination
    1999-01-04
Designations
  • Chartered Financial Consultant
Other Names
  • Andre Berry
  • Andre Berry

View on SEC IAPD

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