Brian Landry Thedford

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

• 10/2014 → 04/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 04/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2020 → 07/2023
  Charles Schwab And Co., Inc.
  Westlake, TX
• 10/2023 → Present
  Transamerica Life Insurance Company
  Boerne, TX
• 10/2023 → Present
  Transamerica Investors Securities Corporation
  Boerne, TX

Previous Registrations

• 2020-06-25 → 2023-08-01
  Charles Schwab & Co., Inc.
  Westlake, TX
  Westlake, TX
• 2018-07-13 → 2020-05-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-07-20 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-09-19