Abid Afridi

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

Authority	Category	Status	Date
FL	RA	APPROVED	2019-09-11

FL RA
APPROVED

Since 2019-09-11

Branch Locations

Apollo Beach, FL • 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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Bradenton	FL	06/2016	11/2016
Wells Fargo Bank Na	Bradenton	FL	07/2012	08/2019
Wells Fargo Clearing Services, Llc	Bradenton	FL	11/2016	08/2019
Transamerica Life Insurance Company	St Petersburg	FL	08/2019	Present
Transamerica Investors Securities Corporation	St. Petersburg	FL	08/2019	Present

06/2016 → 11/2016

Wells Fargo Advisors Llc

Bradenton, FL
07/2012 → 08/2019

Wells Fargo Bank Na

Bradenton, FL
11/2016 → 08/2019

Wells Fargo Clearing Services, Llc

Bradenton, FL
08/2019 → Present

Transamerica Life Insurance Company

St Petersburg, FL
08/2019 → Present

Transamerica Investors Securities Corporation

St. Petersburg, FL

Other Businesses

Jazakili INC No 2371 E SHELL POINT RD RUSKIN, FL 33570 7-Eleven Franchise Employee None 01/01/2022 8 hours a month None Customer service related duties. Including cash register, maintaining store front.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-08-29
S63	Uniform Securities Agent State Law Examination	2016-08-16

S65 Uniform Investment Adviser Law Examination

2019-08-29
S63 Uniform Securities Agent State Law Examination

2016-08-16

View on SEC IAPD