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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
CA RA APPROVED 2026-01-13
  • CA RA
    APPROVED
    Since 2026-01-13

Branch Locations

1000 Lakes Drive Suite 415, West Covina, CA 91790 • 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 West Covina CA 01/2025 Present
Wfgia West Covina CA 08/2024 Present
Stanley Prep Torrance CA 05/2022 08/2024
Equitable Los Angeles CA 06/2023 03/2024
Urban Beast Us Artesia CA 06/2021 Present
Kukdong Apparel (America), Inc. Artesia CA 08/2004 05/2022
Landlord Los Angeles CA 03/2010 Present
Myunghee Byun Los Angeles CA 04/2010 Present
  • 01/2025 → Present
    Transamerica Financial Advisors
    West Covina, CA
  • 08/2024 → Present
    Wfgia
    West Covina, CA
  • 05/2022 → 08/2024
    Stanley Prep
    Torrance, CA
  • 06/2023 → 03/2024
    Equitable
    Los Angeles, CA
  • 06/2021 → Present
    Urban Beast Us
    Artesia, CA
  • 08/2004 → 05/2022
    Kukdong Apparel (America), Inc.
    Artesia, CA
  • 03/2010 → Present
    Landlord
    Los Angeles, CA
  • 04/2010 → Present
    Myunghee Byun
    Los Angeles, CA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). URBAN BEAST US/Investment Related - No/17160 Alburtis Ave, Artesia, CA 90701/kids clothing company/ceo/06.2021/2/0/planning lines, financials, marketing and sales LANDLORD/Investment Related - Yes/100 south Alameda St #468/rental property management/landlord/02.2010/1/0/managing the property MYUNGHEE BYUN POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: 2804 Westshire Drive, Los Angeles CA 90068, United States DESCRIPTION: collecting rent, maitenance etc

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-13
S63 Uniform Securities Agent State Law Examination 2025-01-06
  • S65 Uniform Investment Adviser Law Examination
    2026-01-13
  • S63 Uniform Securities Agent State Law Examination
    2025-01-06
Other Names
  • Caz Byun
  • Caz Byun

View on SEC IAPD

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