Joshua Bruce Smith

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Transamerica Life Insurance Company
  St. Petersburg, FL
• 05/2016 → 09/2016
  Lgcy Solar
  Cherry Hill, NJ
• 09/2016 → 01/2017
  Aikey Home Improvement
  Richmond, VA
• 09/2015 → 01/2017
  Liz Moore & Associates
  Richmond, VA
• 01/2017 → 05/2017
  Good Vibes Juice Co.
  Largo, FL
• 11/2022 → Present
  Transamerica Investors Securities Corporation
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-19
• S63 Uniform Securities Agent State Law Examination
  2023-09-29

Other Names

• Josh Bruce Smith