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Leslie Laverne Wyatt

Transamerica Retirement Advisors, LLC

Lutz, FL

CRD 2577225

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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:

Current Employers
Transamerica Retirement Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-07-11
  • FL RA
    APPROVED
    Since 2017-07-11

Branch Locations

Lutz, FL • 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
Diversified Investment Advisors Lutz FL 11/2007 Present
Diversified Investors Securities Corp. Lutz FL 12/2007 Present
  • 11/2007 → Present
    Diversified Investment Advisors
    Lutz, FL
  • 12/2007 → Present
    Diversified Investors Securities Corp.
    Lutz, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-27
S63 Uniform Securities Agent State Law Examination 1999-12-13
  • S65 Uniform Investment Adviser Law Examination
    2017-06-27
  • S63 Uniform Securities Agent State Law Examination
    1999-12-13
Other Names
  • Leslie Laverne Crawford-Jackson
  • Leslie Laverne Crawford
  • Leslie Laverne Crawford
  • Leslie Laverne Jackson

View on SEC IAPD

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