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Current Employers
Transamerica Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-03-25
NY RA APPROVED 2021-03-25
  • CT RA
    APPROVED
    Since 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

37-20 Prince Street Suite 2A, Flushing, NY 11354 • 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
Transamerica Financial Advisors, Inc Flushing NY 12/2017 Present
World Financial Group, Inc. Flushing NY 02/2014 Present
Diana Yang Cpa Llc Stamford CT 09/2009 Present
Kam Ross Realty Llc Springdale CT 05/2014 06/2017
Kelly Williams Prestige Real Estate -Stamford Ridgeway CT 07/2017 05/2021
Day Software Systems Inc Stamford CT 10/2003 Present
Anjiameiguo Consulting Llc Stamford CT 01/2014 Present
Dnd Group Llc Stamford CT 04/2013 Present
Hht Llc Stamford CT 11/2015 09/2023
Chinese American Heritage Association Inc Fairfield CT 11/2018 01/2023
Banglian Realty East Lyme CT 02/2021 01/2023
Myday Partners Llc Stamford CT 09/2021 Present
The Stamford Board Of Realtors, Inc Stamford CT 03/2022 Present
Creliable Tax Consulting Boston MA 01/2023 Present
Kelly Williams Prestige Properties Stamford Ct Stamford CT 01/2023 Present
Freedom Path Consulting Inc. Stamford CT 09/2024 Present
  • 12/2017 → Present
    Transamerica Financial Advisors, Inc
    Flushing, NY
  • 02/2014 → Present
    World Financial Group, Inc.
    Flushing, NY
  • 09/2009 → Present
    Diana Yang Cpa Llc
    Stamford, CT
  • 05/2014 → 06/2017
    Kam Ross Realty Llc
    Springdale, CT
  • 07/2017 → 05/2021
    Kelly Williams Prestige Real Estate -Stamford
    Ridgeway, CT
  • 10/2003 → Present
    Day Software Systems Inc
    Stamford, CT
  • 01/2014 → Present
    Anjiameiguo Consulting Llc
    Stamford, CT
  • 04/2013 → Present
    Dnd Group Llc
    Stamford, CT
  • 11/2015 → 09/2023
    Hht Llc
    Stamford, CT
  • 11/2018 → 01/2023
    Chinese American Heritage Association Inc
    Fairfield, CT
  • 02/2021 → 01/2023
    Banglian Realty
    East Lyme, CT
  • 09/2021 → Present
    Myday Partners Llc
    Stamford, CT
  • 03/2022 → Present
    The Stamford Board Of Realtors, Inc
    Stamford, CT
  • 01/2023 → Present
    Creliable Tax Consulting
    Boston, MA
  • 01/2023 → Present
    Kelly Williams Prestige Properties Stamford Ct
    Stamford, CT
  • 09/2024 → Present
    Freedom Path Consulting Inc.
    Stamford, CT
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Creliable Tax Consulting | 01/2023 | investment related | Tax Consulting | Boston, MA | consultant ANJIAMEIGUO CONSULTING LLC | 01/2014 | Director | Stamford, CT | investment related The Standford Board of Realtors, LLC| 03/2022 | Stamford, CT | Affiliation Member | investment related | Myday Partners LLC / 0921-Present / Investment Related: No / 209 Shelter Rock Road Stamford, CT 06903 / Managing partner / Rental Property/ Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / managing the property, filing taxes, keeping the book. DIANA YANG CPA LLC/Investment Related - No/209 SHELTER ROCK ROAD STAMFORD, CT 06903/tax preparation service/CPA practitioner/09.2009/4/0/tax service DAY SOFTWARE SYSTEMS INC/software development- no new activities and development for the past 7 years/owner officer/10.1995/1/0/filing taxes DND GROUP LLC/Investment Related - Yes/209 SHELTER ROCK ROAD STAMFORD, CT 06903/REAL ESTATE PROPERTY OWNER , SELF-MANAGING THE PROPERTY/OWNER/4.2013/1/1/REAL ESTATE PROPERTY OWNER , SELF-MANAGING THE PROPERTY KELLY WILLIAMS PRESTIGE PROPERTIES STAMFORD CT POSITION: referral agent NATURE: Real estate referral INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: 2777 Summer Street, Stamford CT 06905, United States DESCRIPTION: I am not actively doing real estate business anymore. I still have my CT real estate license. Parking my license as referral agent, I can keep my license. I may have old real estate clients would sell their home in the future. Being a referral agent, I can collect some commission. FREEDOM PATH CONSULTING INC. POSITION: CEO owner NATURE: pass through bookkeeping for WFG business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/05/2024 ADDRESS: 209 Shelter Rock Road, Stamford CT 06903, United States DESCRIPTION: This entity is used for pass through bookkeeping for WFG business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 2018-01-25
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    2018-01-25
Other Names
  • Diana Wenjian Zheng

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