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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 | 2018-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | St. Petersburg | FL | 08/2013 | 01/2018 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 08/2013 | 12/2016 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 01/2018 | Present |
| Transamerica Retirement Solutions | St. Petersburg | FL | 01/2018 | Present |
*Llewellyn Worldwide ltd *non-investment related *Llewellyn Worldwide Acquisitions Department 2143 Wooddale Dr. Woodbury, MN 55125 *Submitting a cookbook for publication *Author *10/25/2022 *10 hours devoted to writing a month, 0 of these during securities trading hours *Collecting recipes, writing, photography, formatting and editing of cookbook. Then submitting for publication approval. Promotion of book once/if published.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-17 |
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