Calvin Lemonte Wilson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Transamerica Investors Securities, Llc
  Ocoee, FL
• 06/2026 → Present
  Transamerica Life Insurance Company
  Ocoee, FL
• 12/2025 → 05/2026
  Unemployed
  Ocoee, FL
• 03/2016 → 09/2016
  Edward Jones
  St Louis, MO
• 05/2017 → 06/2024
  Merrill Lynch
  Heathrow, FL
• 10/2016 → 04/2017
  Unemployed
  Apopka, FL
• 08/2017 → 06/2024
  Bank Of America Na
  Heathrow, FL
• 08/2024 → 12/2025
  Edward Jones
  St Louis, MO

Previous Registrations

• 2024-09-03 → 2025-12-09
  Edward Jones
  Orlando, FL
• 2017-07-18 → 2024-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Mary, FL
  Lake Mary, FL
  Tampa, FL
  Lake Mary, FL
  Orlando, FL
  Lake Mary, FL
  Lake Mary, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-29
• S63 Uniform Securities Agent State Law Examination
  2016-09-22

Other Names

• Calvin Lemonte Wilson
• Calvin Wilson
• Calvin L Wilson