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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 | 2024-01-03 |
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 | Saint Petersburg | FL | 10/2018 | 02/2021 |
| Branch Banking And Trust Company | Belleair Bluffs | FL | 01/2017 | 10/2018 |
| Cbs Corporation | Saint Petersburg | FL | 01/2016 | 11/2016 |
| Bank Of America, N.A. | Saint Petersburg | FL | 10/2018 | 02/2021 |
| Gte Federal Credit Union | Tampa | FL | 02/2021 | 08/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2021 | 08/2022 |
| Cetera Investment Advisers Llc | Tampa | FL | 02/2021 | 08/2022 |
| J.P. Morgan Securities Llc | Brandon | FL | 08/2022 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | Brandon | FL | 08/2022 | 12/2023 |
| Unemployed | Saint Petersburg | FL | 12/2016 | 12/2016 |
| Elevated Wine And Spirits | Sarasota | FL | 02/2023 | 02/2023 |
| Transamerica Investors Securities Corporation | Tampa | FL | 12/2023 | Present |
| Transamerica Life Insurance Company | Tampa | FL | 12/2023 | Present |
Uber Eats Delivery. Not investment related. 1455 Market St #400, San Francisco, CA 94103, United States (for PO) OR 1455 Market St San Francisco, CA94103 United States. Contractor for Uber. Start date 7/22. 10 hours outside of regular business securities trading hours spent monthly. 0 hours during security trading hours. Duties are to pick up food and deliver food.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-08 |
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