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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2020 | 05/2021 |
| Utility Concierge | Farmers Branch | TX | 01/2020 | 07/2020 |
| Self Employed | Arlington | TX | 09/2019 | 01/2020 |
| Alliance United - Kemper Insurance | Dallas | TX | 05/2018 | 09/2019 |
| Spectrum Voip | Irving | TX | 03/2018 | 05/2018 |
| Liberty Mutual | Irving | TX | 10/2015 | 02/2018 |
| Robinhood Financial, Llc | Westlake | TX | 08/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Desoto | TX | 11/2022 | 07/2024 |
| Bank Of America, N.A. | Desoto | TX | 11/2022 | 07/2024 |
| Transamerica Investors Securities, Llc | Dallas | TX | 05/2025 | Present |
| Transamerica Life Insurance Company | Dallas | TX | 05/2025 | Present |
| Earn Your Weekend | Dallas | TX | 10/2018 | Present |
Earn Your Weekend; Not investment-related; Dallas, TX; Owner, Personal Trainer; 10/2018; 15 hours per week; 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-30 |
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