Yancey Herve Mbolda

Current Employers

Transamerica Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2018-03-26
TX	RA	APPROVED	2018-03-26

LA RA
APPROVED

Since 2018-03-26
TX RA
APPROVED

Since 2018-03-26

Branch Locations

11111 Katy Freeway Ste #100, Houston, TX 77079 • 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

Organization	City	State	From	To
Inheritguard, Llc	Sheridan	WY	05/2026	Present
E.I. Du Pont De Nemours And Company	Orange	TX	01/2014	02/2018
Transamerica Financial Advisors, Inc	Houston	TX	11/2017	Present
Wfgia	Houston	TX	08/2015	Present
The Dream World	Beaumont	TX	08/2016	04/2019
Tricidel Llc	Beaumont	TX	03/2015	12/2022
Beaumont Financial Center Llc	Beaumont	TX	03/2016	12/2024
Lspn Pro, Llc	Lindon	UT	06/2021	Present
National Association Of Registered Social Security Analysts, Ltd	Melville	NY	10/2021	10/2023
World System Builders (Wsb)	Alviso	CA	08/2015	08/2024
Transamerica Employee Benefits	Cedar Rapids	IA	08/2024	Present
Instacart	San Francisco	CA	12/2025	Present
Mercor	San Francisco	CA	05/2026	Present

05/2026 → Present

Inheritguard, Llc

Sheridan, WY
01/2014 → 02/2018

E.I. Du Pont De Nemours And Company

Orange, TX
11/2017 → Present

Transamerica Financial Advisors, Inc

Houston, TX
08/2015 → Present

Wfgia

Houston, TX
08/2016 → 04/2019

The Dream World

Beaumont, TX
03/2015 → 12/2022

Tricidel Llc

Beaumont, TX
03/2016 → 12/2024

Beaumont Financial Center Llc

Beaumont, TX
06/2021 → Present

Lspn Pro, Llc

Lindon, UT
10/2021 → 10/2023

National Association Of Registered Social Security Analysts, Ltd

Melville, NY
08/2015 → 08/2024

World System Builders (Wsb)

Alviso, CA
08/2024 → Present

Transamerica Employee Benefits

Cedar Rapids, IA
12/2025 → Present

Instacart

San Francisco, CA
05/2026 → Present

Mercor

San Francisco, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC TRANSAMERICA EMPLOYEE BENEFITS POSITION: Independent Agent NATURE: Employee benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2024 ADDRESS: 6400 C St. SW,, Cedar Rapids IA 52499, United States DESCRIPTION: prospect smal businesses do presentation for small business executive on employee benefit package. enroll employees to benefits. INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/18/2026 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. INSTACART POSITION: Shopper NATURE: Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2025 ADDRESS: 50 Beale St, Unit 600, San Francisco CA 94105, United States DESCRIPTION: Delivery MERCOR POSITION: Independent Contractor NATURE: AI Training INVESTMENT RELATED: No NUMBER OF HOURS: 43 SECURITIES TRADING HOURS: 2 START DATE: 05/23/2026 ADDRESS: 181 Fremont St., 33rd. Floor, San Francisco CA 94105, United States DESCRIPTION: Maintained high accuracy and throughput in large-scale annotation workflows, contributing to reliable training data for AI model fine-tuning, related to Business Administration processing.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-11-23
S65	Uniform Investment Adviser Law Examination	2018-03-26

S63 Uniform Securities Agent State Law Examination

2020-11-23
S65 Uniform Investment Adviser Law Examination

2018-03-26