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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2024-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita, | KS | 06/2022 | 01/2023 |
| Openroad Lending | Ft Worth | TX | 10/2017 | 05/2022 |
| Kaleo Community Church | Saginaw | TX | 06/2016 | 08/2017 |
| Amazon Fulfillment Dfw7 | Fort Worth | TX | 01/2015 | 09/2016 |
| Ups | Fort Worth | TX | 09/2016 | 10/2016 |
| University Of Phoenix | Phoenix | AZ | 03/2020 | 08/2022 |
| Bank Of America, N.A. | Wichita | KS | 09/2022 | 01/2023 |
| Intrust Financial Services | Wichita | KS | 01/2023 | 05/2024 |
| Lpl Financial Llc | Wichita | KS | 02/2023 | 05/2024 |
| Transamerica Investors Securities Corporation | Wichita | KS | 05/2024 | Present |
| Transamerica Life Insurance Company | Wichita | KS | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
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