Crystal Lorraine Kelly

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

Authority	Category	Status	Date
MN	RA	APPROVED	2022-08-24

MN RA
APPROVED

Since 2022-08-24

Branch Locations

Eagan, MN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Transamerica Investors Securities Corporation	St. Peterbsurg	FL	11/2013	12/2016
Transamerica Investors Securities Corporation	St. Petersburg	FL	02/2018	Present
Transamerica Retirement Solutions	St. Petersburg	FL	05/2015	02/2018
Transamerica Retirement Solutions	St. Petersburg	FL	02/2018	Present

11/2013 → 12/2016

Transamerica Investors Securities Corporation

St. Peterbsurg, FL
02/2018 → Present

Transamerica Investors Securities Corporation

St. Petersburg, FL
05/2015 → 02/2018

Transamerica Retirement Solutions

St. Petersburg, FL
02/2018 → Present

Transamerica Retirement Solutions

St. Petersburg, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-03-23
S63	Uniform Securities Agent State Law Examination	2018-02-21

S65 Uniform Investment Adviser Law Examination

2018-03-23
S63 Uniform Securities Agent State Law Examination

2018-02-21

Other Names

Crystal Kelly

View on SEC IAPD