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Gregory Thomas Trout

Transamerica Retirement Advisors, LLC

Moore, SC

CRD 6539938

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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
SC RA APPROVED 2024-08-28
  • SC RA
    APPROVED
    Since 2024-08-28

Branch Locations

Moore, SC • 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
Transamerica Retirement Solutions St Petersburg FL 08/2015 02/2017
Transamerica Investors Securities Corporation St. Petersburg FL 09/2015 12/2016
Transamerica Retirement Solutions St. Petersburg FL 02/2017 Present
Transamerica Investors Securities Corporation St. Petersburg FL 03/2017 Present
  • 08/2015 → 02/2017
    Transamerica Retirement Solutions
    St Petersburg, FL
  • 09/2015 → 12/2016
    Transamerica Investors Securities Corporation
    St. Petersburg, FL
  • 02/2017 → Present
    Transamerica Retirement Solutions
    St. Petersburg, FL
  • 03/2017 → Present
    Transamerica Investors Securities Corporation
    St. Petersburg, FL
Other Businesses

I plan to purchase residential properties to generate rental income. This wont be for awhile but I'm putting this onto my U4 now so I'm good to go when the time comes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-23
S63 Uniform Securities Agent State Law Examination 2017-03-09
  • S65 Uniform Investment Adviser Law Examination
    2017-06-23
  • S63 Uniform Securities Agent State Law Examination
    2017-03-09

View on SEC IAPD

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