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Phil Kenneth Edgecombe

Transamerica Retirement Advisors, LLC

Atlanta, GA

CRD 7676952

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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
GA RA APPROVED 2026-03-05
FL RA APPROVED 2024-06-12
  • GA RA
    APPROVED
    Since 2026-03-05
  • FL RA
    APPROVED
    Since 2024-06-12

Branch Locations

Atlanta, GA • 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
Edward Jones St Louis MO 01/2023 03/2024
Unemployed Pembroke Pines FL 07/2022 12/2022
Cushman & Wakefield Pembroke Pines FL 04/2017 06/2022
Unemployed New York NY 05/2016 03/2017
Unemployed Orlando FL 03/2024 06/2024
Transamerica Investors Securities Corporation Orlando FL 06/2024 Present
Transamerica Life Insurance Company Orlando FL 06/2024 Present
  • 01/2023 → 03/2024
    Edward Jones
    St Louis, MO
  • 07/2022 → 12/2022
    Unemployed
    Pembroke Pines, FL
  • 04/2017 → 06/2022
    Cushman & Wakefield
    Pembroke Pines, FL
  • 05/2016 → 03/2017
    Unemployed
    New York, NY
  • 03/2024 → 06/2024
    Unemployed
    Orlando, FL
  • 06/2024 → Present
    Transamerica Investors Securities Corporation
    Orlando, FL
  • 06/2024 → Present
    Transamerica Life Insurance Company
    Orlando, FL
Previous Registrations
  • 2023-05-01 → 2024-03-04
    Edward Jones
    Clermont, FL
    St Louis, MO
    Clermont, FL
    Clermont, FL
Other Businesses

Self - Rental Property Type of business: Rental Property New York, NY Start date: 8/1/2021 Landlord Hours per week: 0 Hours during trading: 0 Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-21
  • S66 Uniform Combined State Law Examination
    2023-03-21
Other Names
  • Phil Kenneth Edgecombe
  • Phil Kenneth Edgecombe
  • Phil K Edgecombe

View on SEC IAPD

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