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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2025-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Footlocker | Secaucus | NJ | 05/2017 | 08/2017 |
| Villanova University | Villanova | PA | 01/2018 | 03/2020 |
| Aflac | Clark | NJ | 05/2018 | 06/2018 |
| Cvs | East Orange | NJ | 06/2019 | 08/2019 |
| Aerotek | Elmwood Park | NJ | 06/2020 | 08/2020 |
| Unemployed | Newark | NJ | 08/2020 | 03/2021 |
| Equitable Advisors,Llc | New York | NY | 03/2021 | 10/2021 |
| Fidelity Investments | Newark | NJ | 10/2021 | 03/2024 |
| Mclean Asset Management Corporation | Tysons | VA | 06/2024 | 02/2025 |
| Unemployed | Arlington | VA | 03/2024 | 06/2024 |
| Transamerica Investors Securities, Llc | Washington | DC | 06/2025 | Present |
| Transamerica Life Insurance Company | Washington | DC | 06/2025 | Present |
| Unemployed | Washington | DC | 02/2025 | 06/2025 |
| Villanova University | Villanova | PA | 08/2016 | 05/2017 |
| Villanova University | Villanova | PA | 08/2017 | 05/2018 |
| Villanova University | Villanova | PA | 08/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
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