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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
TX RA APPROVED 2026-08-10
  • TX RA
    APPROVED
    Since 2026-08-10

Branch Locations

Austin, TX • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 03/2025 07/2025
Bmo Bank Wichita KS 03/2024 02/2025
Citizens Bank Nashua NH 11/2021 03/2024
Homemaker Grahamsville NY 04/2017 10/2021
Berloga Gym Almaty 01/2014 04/2017
Bank Of America, N.A. Waco TX 05/2025 07/2025
Transamerica Investors Securities, Llc Austin TX 08/2026 Present
Transamerica Life Insurance Company Austin TX 08/2026 Present
Homemaker Austin TX 08/2025 07/2026
  • 03/2025 → 07/2025
    Waco, TX
  • 03/2024 → 02/2025
    Bmo Bank
    Wichita, KS
  • 11/2021 → 03/2024
    Citizens Bank
    Nashua, NH
  • 04/2017 → 10/2021
    Homemaker
    Grahamsville, NY
  • 01/2014 → 04/2017
    Berloga Gym
    Almaty
  • 05/2025 → 07/2025
    Bank Of America, N.A.
    Waco, TX
  • 08/2026 → Present
    Transamerica Investors Securities, Llc
    Austin, TX
  • 08/2026 → Present
    Transamerica Life Insurance Company
    Austin, TX
  • 08/2025 → 07/2026
    Homemaker
    Austin, TX
Previous Registrations
Other Businesses

RIGHT FIT LLC FORMED IN NHNON-INVESTMENT RELATEDWICHITA, KS, 67205DIET & WEIGHT REDUCING CENTEROWNERMEMBERSTART DATE 12/19/202312H/MORight Fit LLC was established to help women to better their physical fitness and health by providing tailored advice as a Fitness professional.Providing necessary information and education to women in regards to dieting and physical activity. I*2274285, Entity Type: Entity For Profit, Name of OBA: Right Fit LLC, Address: Wichita, Kansas, 67205, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 12/19/2023, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: Right Fit LLC was established to help women to better their physical fitness and health by providing tailored advice as a Fitness professional. Providing necessary information and education to women in regards to dieting and physical activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-06
  • S66 Uniform Combined State Law Examination
    2025-07-06

View on SEC IAPD

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