Taylor David Winbush

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

• 01/2016 → 11/2017
  Fidelity Brokerage Services, Llc
  Edina, MN
• 12/2017 → 01/2021
  Allianz Life Financial Services, Llc
  Minneapolis, MN
• 11/2017 → 01/2021
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 01/2021 → 03/2022
  Mml Investors Services, Llc
  Plymouth, MN
• 06/2022 → Present
  Transamerica Investors Securities Corporation
  St. Paul, MN
• 06/2022 → Present
  Transamerica Life Insurance Company
  St. Paul, MN

Previous Registrations

• 2016-01-28 → 2017-11-22
  Strategic Advisers Llc
  Edina, MN
• 2014-11-24 → 2016-01-15
  Equitable Advisors, Llc
  Woodbury, MN
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1. Every Sip -Not investment related -Business Address: 915 Tyrol Trail Golden Valley, MN 55416 USA - Go to liquor stores and sample various liquor/wine/seltzer/beer to patrons in the store -Position: Associate -Hours per month : 3-18 (depends on how many tastings I decide to pick up) -Hours devoted during business/trading hours: 0 2. Codigo, LLC -Not investment related -Business Address: 6309 Monarch Park Pl, Suite 101, Niwot, CO, 80503-7376, US - Go to liquor stores and sample various liquor/wine/seltzer/beer to patrons in the store -Position: Associate -Hours per month : 3-18 (depends on how many tastings I decide to pick up) -Hours devoted during business/trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-19
• S66 Uniform Combined State Law Examination
  2014-11-13

Other Names

• Taylor Winbush