Benjamin Patrick Woods

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

• 03/2015 → 11/2021
  Wells Fargo Bank, Na
  Davenport, FL
• 09/2019 → 11/2021
  Wells Fargo Clearing Services, Llc
  Davenport, FL
• 11/2021 → Present
  Transamerica Investors Securities Corporation
  St. Petersburg, FL
• 11/2021 → Present
  Transamerica Life Insurance Company
  St.PEtersburg, FL

Previous Registrations

• 2021-06-07 → 2021-11-05
  Wells Fargo Clearing Services, Llc
  Orlando, FL
  Davenport, FL
  Lake Wales, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-06-04
• S63 Uniform Securities Agent State Law Examination
  2020-01-23

Other Names

• Benji Patrick Woods