William Michael Pokorsky

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2015-11-19

WI RA
APPROVED

Since 2015-11-19

Branch Locations

Grafton, WI • 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

Organization	City	State	From	To
Transamerica Retirement Solutions	New Franken	WI	11/2015	Present
Transamerica Investors Securities Corporation	New Franken	WI	11/2015	Present

11/2015 → Present

Transamerica Retirement Solutions

New Franken, WI
11/2015 → Present

Transamerica Investors Securities Corporation

New Franken, WI

Previous Registrations

2013-07-02 → 2015-11-04

Raymond James Financial Services Advisors, Inc

Sturgeon Bay, WI
2010-05-26 → 2013-07-02

Bmo Harris Financial Advisors, Inc.

Mequon, WI

Port Washington, WI

Other Businesses

Door Dash, non investment related. 303 2nd St, Suite 800, San Francisco, CA 94107. Door Dash is a food delivery service and I work part time as a delivery driver. 10/28/2024. I plan to work 10-15 hours a week outside of securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-06-21
S63	Uniform Securities Agent State Law Examination	2007-04-06

S66 Uniform Combined State Law Examination

2010-06-21
S63 Uniform Securities Agent State Law Examination

2007-04-06

Other Names

Bill Pokorsky
William Pokorsky

View on SEC IAPD