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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 | 2023-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 06/2018 | 09/2023 |
| Texas Tech University | Lubbock | TX | 08/2014 | 05/2018 |
| Agia | Houston | TX | 12/2022 | 09/2023 |
| Transamerica Life Insurance Company | Seabrook | TX | 09/2023 | Present |
| Transamerica Investors Securities Corportion | Seabrook | TX | 09/2023 | Present |
HUNTER KIRKLAND, SOLE PROPIERTORSHIP POSITION: Accounting Services NATURE: Small business accountant; bookkeeping/accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 4509 Coronado St, Seabrook TX 77586, United States DESCRIPTION: Accounting services for small businesses utilizing Quickbooks software to include entry of monthly transactions and monthly financial reports to owners. Including entering income and expenses for each company and processing payables. Companies include: Millennium Interests, LTD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
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