This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRANSAMERICA FINANCIAL ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jan 3, 2002

First registration

May 12, 2003

Dual registered

yes, broker-dealer

Other names

MARC A HAIAR

IAPD individual key

4301403

• Occurred

  Feb 17, 2026
  Advisor changed firm

  Marc Anthony Haiar left Concorde Asset Management, Llc for Transamerica Financial Advisors, Llc (registered 2026-02-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a2ceda2d-6690-8991-dece-7cb9790e7faa

First observed

May 12, 2003

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.