Stanley Theanhin Tan

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

• 02/2018 → Present
  Transamerica Financial Advisors
  Houston, TX
• 06/2016 → Present
  World Financial Group, Inc.
  Houston, TX
• 07/2016 → 10/2017
  Solomon Edwards Group
  Houston, TX
• 05/2018 → 06/2019
  Stanley T Tan, Cpa
  Houston, TX
• 03/2014 → 11/2022
  Champions Real Estate Group
  Houston, TX
• 05/2019 → Present
  Stanley T Tan Pllc
  Houston, TX
• 06/2020 → Present
  Canyon Lake Pwm Llc
  Houston, TX
• 02/2019 → 11/2022
  Renal Property Stanley Tan
  Spring, TX
• 02/2023 → Present
  Sprout Realty, Llc
  Austin, TX

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). STANLEY T TAN PLLC / emp dates: 0519 TO PRESENT/ INVESTMENT RELATED: NO /address: 10700 RICHMOND AVE SUITE #248 HOUSTON, TX 77042/ position: OWNER/ nature of business: TAX COMPLIANCE AND PLANNING SERVICES BOOKKEEPING AND CPA RELATED TRANSACTIONS/hrs work monthly: 80/Sec trading hrs: 4/ duties: PROVIDE ACCOUNTING, BOOKKEEPING AND TAX SERVICES IN ACCORDANCE WITH CPA PRACTICES Canyon Lake PWM LLC/No/10700 Richmond Ave, suite #248, Houston, TX 77042/Financial Services/Owner-Principal/6/1/2020/10/0/I provide financial education workshops and seminars under Stanley T Tan, PLLC. This entity merely market these workshops and seminar and do not have the license nor the expertise provide the events. ***With restrictions *** SPROUT REALTY, LLC POSITION: Sales Agent NATURE: Real seate brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2023 ADDRESS: 2506 S Lamar Blvd UNit 1, Austin TX 78704, United States DESCRIPTION: Active real estate agent for buying and selling of real properties in Texas

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-05-03
• S65 Uniform Investment Adviser Law Examination
  2018-06-21