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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2022 | 07/2025 |
| Fidelity Investments | Jacksonville | FL | 02/2022 | 06/2022 |
| Pionear | Jacksonville | FL | 02/2021 | 01/2022 |
| Shellpoint Mortgage Servicing | Jacksonville | FL | 05/2020 | 11/2020 |
| Ditech | Jacksonville | FL | 01/2019 | 12/2019 |
| Ditech | Jacksonville | FL | 01/2017 | 01/2019 |
| Kyodai Sushi Rock | Jacksonville | FL | 05/2015 | 12/2016 |
| Unemployed | Jacksonville | FL | 06/2022 | 09/2022 |
| Unemployed | Jacksonville | FL | 01/2020 | 04/2020 |
| Pf Chang's | Jacksonville | FL | 09/2016 | 12/2016 |
| Transamerica Life Insurance Company | Jacksonville | FL | 05/2026 | Present |
| Transamerica Investors Securities, Llc | Jacksonville | FL | 05/2026 | Present |
| Unemployed | Jacksonville | FL | 07/2025 | 04/2026 |
*1885264Entity Type, Name of OBA: UberAddress: San FranciscoCalifornia94158Investment Related: NoPosition, Title, Association: EmployeeEmployee Start Date: 04/28/2024No Hours: 10No Hours during trading: 0Duties: delivering food and people
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-24 |
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