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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Bala Cynwyd | PA | 10/2021 | 04/2022 |
| Future Fit | San Fransisco | CA | 04/2021 | 10/2021 |
| Conicelli Nissan | Conshohocken | PA | 11/2020 | 04/2021 |
| Turner Chevrolet | Harrisburg | PA | 06/2020 | 11/2020 |
| F45 | Brooklyn | NY | 03/2019 | 06/2020 |
| Equinox | New York | NY | 12/2018 | 03/2019 |
| Definitions Private Personal Training | New York | NY | 03/2018 | 12/2018 |
| Victory Sports And Fitness | State College | PA | 08/2016 | 03/2018 |
| Nylife Securities, Inc. | Bala Cynwyd | PA | 01/2022 | 04/2022 |
| Principal Life Insurance Company | Wayne | PA | 04/2022 | 03/2023 |
| Principal Securities Inc | Wayne | PA | 04/2022 | 03/2023 |
| Lpl Financial Llc | Wayne | PA | 04/2023 | 11/2023 |
| Transamerica Investors Securities Corporation | Philadelphia | PA | 12/2023 | Present |
| Transamerica Life Insurance Company | Philedalphia | PA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-29 |
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