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6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Denver | CO | 04/2015 | 11/2025 |
| Transamerica Investors Securities Corporation | Denver | CO | 04/2015 | 01/2017 |
| Transamerica Capital, Inc. | Denver | CO | 01/2017 | 11/2025 |
| Leafhouse Financial Advisors, Llc | Austin | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-12 |
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