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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Tampa | FL | 06/2016 | 11/2017 |
| Transamerica Retirement Solutions | St. Petersburg | FL | 12/2017 | Present |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 12/2017 | Present |
1) CHRISTINE BRANDNER MEYER- PRACTICING ARTIST - 10HRS PER MONTH - 1200 ANNUAL COMP 2) Art Center Manatee, Bradenton, FL. 2 HR/MO. Requested to be on the Board beginning January 2018. Will not be compensated or handle any money or funds. Volunteer to help with annual event called "Snatch-It". Finance Committee. Will not be compensated or handle any money or funds. Mostly from a strategic planning perspective. Asked to be vice president starting 4/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
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