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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 02/2025 | 10/2025 |
| Mom's Meals | Dayton | OH | 03/2023 | 01/2025 |
| Comfort Solutions Heating And Air | Beavercreek | OH | 10/2021 | 10/2022 |
| Tri State Wheel And Rim | Kettering | OH | 01/2020 | 08/2021 |
| Pnc Bank | Miamisburg | OH | 10/2018 | 10/2019 |
| Unemployed | Fairborn | OH | 01/2025 | 02/2025 |
| Unemployed | Beavercreek | OH | 10/2022 | 03/2023 |
| Unemployed | Beavercreek | OH | 08/2021 | 10/2021 |
| Unemployed | Beavercreek | OH | 10/2019 | 01/2020 |
| Cdo Technologies | Dayton | OH | 06/2018 | 11/2018 |
| Th Cochrane Labs | Miamisburg | OH | 12/2017 | 02/2018 |
| Sinclair Community College | Dayton | OH | 01/2018 | 06/2019 |
| Gnc Nutrition Center | Aiea | HI | 06/2017 | 10/2017 |
| Us Army Reserves | Mainesville | OH | 03/2014 | 12/2016 |
| Unemployed | Aiea | HI | 01/2017 | 06/2017 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 10/2025 | 06/2026 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 10/2025 | 06/2026 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 10/2025 | 06/2026 |
| Transamerica Investors Securities, Llc | Fairborn | OH | 08/2026 | Present |
| Transamerica Life Insurance Company | Fairborn | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-19 |
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