Timothy M Briody

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 09/2020
  Edward Jones
  St Louis, MO
• 06/2019 → 11/2019
  Northwestern Mutual
  Ann Arbor, MI
• 03/2005 → 05/2019
  Quicken Loans - Rock Holdings
  Detroit, MI
• 04/2022 → 10/2022
  Nylife Securities Llc
  New York, NY
• 04/2022 → 10/2022
  New York Life Insurance Company
  New York, NY
• 09/2020 → 04/2022
  Unemployed
  Canton, CA
• 09/2022 → 10/2022
  Eagle Strategies Llc
  Glendale, CA
• 11/2022 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodland Hills, CA
• 01/2023 → 08/2024
  Bank Of America, N.A.
  Woodland Hills, CA
• 08/2024 → Present
  Transamerica Investors Securities Corporation
  Woodland Hills, CA
• 08/2024 → Present
  Transamerica Life Insurance Company
  Woodland Hills, CA

Previous Registrations

• 2023-01-04 → 2024-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodland Hills, CA
• 2022-09-15 → 2022-10-04
  Eagle Strategies Llc
  Glendale, CA
• 2020-03-13 → 2020-09-16
  Edward Jones
  Canton, MI
  St Louis, MO
  Dearborn, MI

Exams

• S66 Uniform Combined State Law Examination
  2020-03-12

Other Names

• Timothy Michael Briody
• Timothy Michael Briody
• Timothy Briody