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Transamerica Financial Advisors, LLC CRD 16164
$2.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-18 |
Branch Locations
2330 130Th Ave Ne Building C Suite 103, Bellevue, WA 98005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bellevue | WA | 02/2023 | Present |
| Wfgia | Bellevue | WA | 12/2017 | Present |
| Us Army | Madigan Army Medical Center | WA | 09/1998 | 12/2018 |
| Retired | Lacey | WA | 01/2019 | 02/2023 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-06 |
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