Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Saints Anglican Church | Weatherford | TX | 09/2013 | 10/2020 |
| Doordash | Weatherford | TX | 04/2019 | 10/2020 |
| Thrivent Investment Management Inc | Weatherford | TX | 08/2020 | 01/2022 |
| Thrivent Financial | Appleton | WI | 10/2020 | 02/2021 |
| Thrivent Financial | Appleton | WI | 02/2021 | 01/2022 |
| Fidelity Investments | Westlake | TX | 01/2022 | 05/2024 |
| Hutton Wealth Management (Osaic) | Weatherford | TX | 06/2024 | 10/2024 |
| Osaic Wealth Inc | Weatherford | TX | 06/2024 | 10/2024 |
| Lpl Financial Llc | Weatherford | TX | 10/2024 | 02/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2025 | 04/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2025 | 04/2025 |
| Transamerica Life Insurance Company | Weatherford | TX | 07/2025 | Present |
| Transamerica Investors Securities, Llc | Weatherford | TX | 07/2025 | Present |
1) DOORDASH, Bel Air MD 21014, 04/2025, Doordash driver, 1099, NIR, 10 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
Reach out to this advisor