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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 | 2024-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Life Insurance Company | St Petersburg | FL | 08/2017 | Present |
| Innovative Designs Inc. | St Petersburg | FL | 02/2017 | 10/2017 |
| Pinellas County School District | Largo | FL | 02/2015 | 07/2017 |
| R'CLub | St Petersburg | FL | 08/2016 | 12/2016 |
| Home Shopping Network | St Petersburg | FL | 08/2014 | 09/2016 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
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