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Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-12-20
  • MI RA
    APPROVED
    Since 2022-12-20

Branch Locations

Rochester Hills, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities, Inc Birmingham MI 09/2013 12/2020
(Dba) Eschels Financial Group, Inc Birmingham MI 10/2014 12/2020
Care Of Southeastern Michigan Fraser MI 10/2017 12/2022
Transamerica Investors Securities Corporation Rochester Hills MI 12/2022 Present
Transamerica Life Insurance Company Rochester Hills MI 12/2022 Present
  • 09/2013 → 12/2020
    Proequities, Inc
    Birmingham, MI
  • 10/2014 → 12/2020
    (Dba) Eschels Financial Group, Inc
    Birmingham, MI
  • 10/2017 → 12/2022
    Care Of Southeastern Michigan
    Fraser, MI
  • 12/2022 → Present
    Transamerica Investors Securities Corporation
    Rochester Hills, MI
  • 12/2022 → Present
    Transamerica Life Insurance Company
    Rochester Hills, MI
Previous Registrations
  • 2013-10-03 → 2020-12-31
    Concourse Financial Group Securities, Inc.
    Birmingham, MI
  • 2009-12-08 → 2013-10-02
    Cuna Brokerage Services, Inc.
    Romulus, MI
    Livonia, MI
    Westland, MI
    Southgate, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-07
S63 Uniform Securities Agent State Law Examination 2005-11-11
  • S66 Uniform Combined State Law Examination
    2009-12-07
  • S63 Uniform Securities Agent State Law Examination
    2005-11-11
Other Names
  • Daniel Devine
  • Dan Devine

View on SEC IAPD

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