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Brian K Bohnen

Transamerica Retirement Advisors, LLC

Parrish, FL

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Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-05-09
  • FL RA
    APPROVED
    Since 2017-05-09

Branch Locations

Parrish, FL • 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
Allstate Insurance Co Venice FL 04/2015 04/2017
Transamerica Retirement Solutions St. Petersburg FL 04/2017 Present
Transamerica Investors Securities Corporation St. Petersburg FL 04/2017 Present
  • 04/2015 → 04/2017
    Allstate Insurance Co
    Venice, FL
  • 04/2017 → Present
    Transamerica Retirement Solutions
    St. Petersburg, FL
  • 04/2017 → Present
    Transamerica Investors Securities Corporation
    St. Petersburg, FL
Previous Registrations
  • 2013-10-03 → 2014-09-30
    Morgan Stanley
    South Jordan, UT
    Tampa, FL
  • 2012-02-27 → 2012-08-29
    Synovus Securities, Inc.
    Clearwater, FL
    Columbus, GA
    St. Petersburg, FL
  • 2010-12-23 → 2011-08-16
    Truist Investment Services, Inc.
    Sarasota, FL
  • 2009-12-21 → 2010-05-24
    Usaa Financial Planning Services
    Tampa, FL
  • 2008-03-06 → 2009-09-25
    Fifth Third Securities, Inc.
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Venice, FL
    Sarasota, FL
    Venice, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-04
S66 Uniform Combined State Law Examination 2007-11-27
S63 Uniform Securities Agent State Law Examination 2006-10-27
  • S65 Uniform Investment Adviser Law Examination
    2017-05-04
  • S66 Uniform Combined State Law Examination
    2007-11-27
  • S63 Uniform Securities Agent State Law Examination
    2006-10-27
Other Names
  • Brian Keith Bohnen

View on SEC IAPD

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