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Amy Lee Birtcher

Transamerica Retirement Advisors, LLC

Copemish, MI

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Current Employers
Transamerica Retirement Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-07-28
  • MI RA
    APPROVED
    Since 2017-07-28

Branch Locations

Copemish, MI • 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
OrganizationCityStateFromTo
Diversified Investors Securities Corp. Copemish MI 06/2006 Present
Diversified Investment Advisors, Inc. Copemish MI 06/2006 Present
  • 06/2006 → Present
    Diversified Investors Securities Corp.
    Copemish, MI
  • 06/2006 → Present
    Diversified Investment Advisors, Inc.
    Copemish, MI
Previous Registrations
  • 2003-11-10 → 2004-05-06
    Oppenheimer & Co. Inc.
    Grand Rapids, MI
  • 2003-10-22 → 2003-11-07
    Keybanc Capital Markets Inc.
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-28
S65 Uniform Investment Adviser Law Examination 2003-10-16
S63 Uniform Securities Agent State Law Examination 1997-07-29
  • S66 Uniform Combined State Law Examination
    2017-07-28
  • S65 Uniform Investment Adviser Law Examination
    2003-10-16
  • S63 Uniform Securities Agent State Law Examination
    1997-07-29

View on SEC IAPD

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