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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Corporation | Houston | TX | 05/2018 | 08/2018 |
| Chempro Intl' | Houston | TX | 05/2017 | 08/2017 |
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2019 | 01/2023 |
| Univesity Of Texas- Rio Grande Valley | Edinburg | TX | 08/2015 | 05/2019 |
| Kickin It | Tomball | TX | 02/2012 | 11/2017 |
| Transamerica Investors Securities Corporation | Denver | CO | 10/2023 | Present |
| Trustworthy | San Francisco | CA | 03/2023 | 10/2023 |
| Transamerica Life Insurance Company | Denver | CO | 10/2023 | Present |
the name of the other business; Resident LLC whether the business is investment-related; No the address of the other business; 1037 Broadway, Denver CO 80203 the nature of the other business; Event Planning your position; Owner title, or relationship with the other business; Co founder the start date of your relationship; 01/01/2026 the approximate number of hours/month you devote to the other business; 50hrs the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; work with clients to organize events of their choosing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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