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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-25 |
| FL | RA | APPROVED | 2020-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 09/2007 | 06/2019 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 04/2020 | Present |
| Unemployed | Brandon | FL | 07/2019 | 03/2020 |
| Transamerica Life Insurance Company | St. Petersburg | FL | 04/2020 | Present |
| Fedex | St. Petersburg | FL | 04/2022 | 06/2022 |
Amazon Flex Package Delivery Driver, non investment related, Amazon SFL4, 6337 County Rd 579, Seffner, FL 33584, start date 11/1/22, devoting around 200 hours monthly none of which are during normal business hours with Transamerica. I will be delivering packages to customers of Amazon that order same day on an as scheduled basis. I choose when and if I want to work based on the shifts needed depending on day and time as well as the pay for that time black.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
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