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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED | 2024-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 08/2014 | 10/2017 |
| American Funds | San Antonio | TX | 10/2017 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 05/2024 |
| Transamerica Investors Securities Corporation | San Antonio | TX | 05/2024 | Present |
| Transamerica Life Insurance Company | San Antonio | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-22 |
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