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Transamerica Retirement Advisors, LLC CRD 107319
$18.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Carmel | IN | 07/2016 | 10/2017 |
| Protective Life Insurance | Carmel | IN | 07/2016 | 10/2017 |
| American United Life | Indianapolis | IN | 11/2017 | 02/2022 |
| Oneamerica Securities | Indianapolis | IN | 12/2017 | 02/2022 |
| Transamerica Life Insurance Company | Carmel | IN | 02/2022 | Present |
| Transamerica Investors Securities Corporation | Carmel | IN | 02/2022 | Present |
Board Member: Indiana State University Scott College of Business Young Professionals Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-02 |
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