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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 | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 05/2023 | 07/2024 |
| Usf Contemporary Art Museum | Tampa | FL | 09/2017 | 05/2019 |
| Courtyard By Marriott | Fort Lauderdale | FL | 05/2018 | 08/2018 |
| Courtyard By Marriott | Fort Lauderdale | FL | 05/2019 | 08/2019 |
| Midwatch Services | Fort Lauderdale | FL | 07/2019 | 11/2019 |
| Kora Financial Services (Previosuly Known As Boro Financial Serv | Tampa | FL | 01/2020 | 04/2020 |
| Olive Garden | Fort Lauderdale | FL | 03/2023 | 04/2023 |
| Doordash | Fort Lauderdale | FL | 05/2022 | 07/2024 |
| Unemployed | Fort Lauderdale | FL | 09/2021 | 04/2022 |
| Usf College Of Buisiness Student | Tampa | FL | 06/2017 | 08/2021 |
| Fort Lauderdale High School | Fort Lauderdale | FL | 09/2014 | 05/2017 |
| Transamerica Investors Securities Corporation | Fort Lauderdale | FL | 07/2024 | Present |
| Transamerica Life Insurance Company | Fort Lauderdale | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-31 |
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