Sinwai Sanri Lee

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

• 03/2016 → 11/2023
  Transamerica Financial Advisors, Inc
  Greenbelt, MD
• 11/2015 → 12/2019
  International Medical Group
  Indianapolis, IN
• 11/2015 → 12/2019
  United Health One
  Indianapolis, IN
• 10/2015 → 12/2019
  Kaiser Permanente
  Burbank, CA
• 11/2015 → 12/2019
  Care First
  Owings Mills, MD
• 09/2017 → Present
  Aligned Benefits Group Inc
  Upper Marlboro, MD
• 02/2019 → 02/2023
  Jeunesse Global Limited Liability Company
  Lake Mary, FL
• 01/2023 → Present
  Better Tomorrow And More Corporation
  Gaithersburg, MD
• 01/2025 → Present
  Transamerica Financial Advisors, Inc
  Greenbelt, MD
• 07/2022 → Present
  218 North Frederick Llc
  Highland, MD
• 12/2022 → Present
  Lifesmart Senior Services
  Elgin, IL
• 01/2025 → Present
  Wfgia
  Greenbelt, MD
• 11/2025 → Present
  Gs National Insurance Dba Gateway Strategies Llc
  Pittsburgh, PA

Previous Registrations

• 2018-03-13 → 2023-11-22
  Transamerica Financial Advisors, Llc
  Laurel, MD
  Greenbelt, MD

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LIFESMART SENIOR SERVICES/Investment Related - No/790 Fletcher Dr, Suite 108, Elgin, IL 60123/Enroll Health insurance for senior friends and families as needed or by request./Agent/12.2022/6/6/Agent to sell Health Insurance for seniors. 218 NORTH FREDERICK LLC/Investment Related - No/13491 Allnutt Lane, Highland, MD 20777/This LLC business registered for buying property with business name instead of using individual for the benefit of Limited Liabilities./Owner/Founder/07.2022/2/2/Renting it out the property, collecting rent and paying all related fees for the property. BETTER TOMORROW AND MORE CORPORATION POSITION: President NATURE: Board member of a non-profit organization which design to provide educations for nutrition, health, computer use and application safety. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2023 ADDRESS: 438 N. Frederick Ave, Suite 218, Gaithersburg MD 20877, United States DESCRIPTION: My daily activities is to making phone call, text or email to invite nutritional professional, such as Dietitians and Nutritionist, to provide workshop at least once month. Besides, I also responsible to teach Qi Gong Class once twice a week and share my daily healthy diet with friends and families as needed. Aligned Benefits Group Inc/ 0917-Present / Investment Related: No /14117 Jones Bridge Road Upper Marlboro, MD 20774 /Sales Executive / Sales / Hrs. Work Monthly: 3 / Sec Trading Hrs.: 0 / Referral Business GS NATIONAL INSURANCE DBA GATEWAY STRATEGIES LLC POSITION: agent NATURE: Health Insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2025 ADDRESS: 300 Bilmar Drive, Pittsburgh PA 15205, United States DESCRIPTION: I contracted as an agent to help my friends and families to enrolled to Medicare Advantage health plans as needed or by their request.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-23
• S63 Uniform Securities Agent State Law Examination
  2012-02-18

Other Names

• Sinwai Sanri Lee
• Sin Wai Lee
• Sin Wai Lee
• Sin Wai Sanri Lee