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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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