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Weili Yu
CRD#: 7174545
IA
Investment Adviser
B
Broker
TRANSAMERICA FINANCIAL ADVISORS, INC.CRD#: 16164 25 BRAINTREE HILL OFFICE PARK
SUITE 204-A
BRAINTREE, MA 02184
Registration History
20202021202220232024202520262 FIRMS2020 - Present (5 years)
License(s)

State Registrations

B
Alabama 9/23/2024

B
Mississippi 1/14/2021

B
California 3/20/2021

B
New Jersey 1/14/2021

B
Connecticut 8/28/2024

IA
New Jersey 1/15/2021

B
Georgia 5/3/2022

B
New York 3/3/2021

B
Massachusetts 1/3/2020

B
Texas 1/28/2022

IA
Massachusetts 1/13/2020

IA
Texas 1/28/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164)
25 BRAINTREE HILL OFFICE PARK SUITE 204-A, BRAINTREE, MA 02184
Registered with this firm since 1/13/2020

B
TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164)
25 BRAINTREE HILL OFFICE PARK SUITE 204-A, BRAINTREE, MA 02184
Registered with this firm since 1/3/2020

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.