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Brice Ryan Davis

Transamerica Retirement Advisors, LLC

Bixby, OK

CRD 6330878

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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

AuthorityCategoryStatusDate
OK RA APPROVED 2016-05-21
  • OK RA
    APPROVED
    Since 2016-05-21

Branch Locations

Bixby, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Retirement Solutions Bixby OK 09/2014 Present
Transamerica Investors Securities Corporation Bixby OK 09/2014 Present
  • 09/2014 → Present
    Transamerica Retirement Solutions
    Bixby, OK
  • 09/2014 → Present
    Transamerica Investors Securities Corporation
    Bixby, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-21
S63 Uniform Securities Agent State Law Examination 2014-10-22
  • S65 Uniform Investment Adviser Law Examination
    2016-05-21
  • S63 Uniform Securities Agent State Law Examination
    2014-10-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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