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Timothy Aragon

Transamerica Retirement Advisors, LLC

Lantana, TX

CRD 6481052

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-25
  • TX RA
    APPROVED
    Since 2021-06-25

Branch Locations

Lantana, TX • 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
Justin Kenney Insurance Agency York NE 05/2014 01/2017
State Farm Vp Management Corp. York NE 04/2015 01/2017
Transamerica Retirement Solutions Denver CO 01/2017 Present
Transamerica Investors Securities Corporation Denver CO 01/2017 Present
  • 05/2014 → 01/2017
    Justin Kenney Insurance Agency
    York, NE
  • 04/2015 → 01/2017
    State Farm Vp Management Corp.
    York, NE
  • 01/2017 → Present
    Transamerica Retirement Solutions
    Denver, CO
  • 01/2017 → Present
    Transamerica Investors Securities Corporation
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-25
S63 Uniform Securities Agent State Law Examination 2015-07-02
  • S65 Uniform Investment Adviser Law Examination
    2017-05-25
  • S63 Uniform Securities Agent State Law Examination
    2015-07-02
Other Names
  • Tim Aragon

View on SEC IAPD

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