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Alexander Charles Lambert

Transamerica Retirement Advisors, LLC

Bozeman, MT

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Current Employers
Transamerica Retirement Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-11-21
  • MT RA
    APPROVED
    Since 2023-11-21

Branch Locations

Bozeman, MT • 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
Cetera Investment Services Llc Saint Cloud MN 09/2023 10/2023
Harris Teeter Williamsburg VA 06/2018 08/2018
Dermatology Center Of Williamsburg Williamsburg VA 06/2017 09/2017
Student Harrisonburg VA 08/2018 05/2021
Unemployed Williamsburg VA 05/2021 03/2023
Cetera Investment Services Llc Richmond VA 04/2023 08/2023
Duck Donuts Williamsburg VA 06/2016 09/2016
Student Harrisonburg VA 09/2017 06/2018
Student Williamsburg VA 09/2016 06/2017
Cetera Investment Advisers Llc Glen Allen VA 09/2023 10/2023
Transamerica Investors Securities Corporation Bozeman MT 11/2023 Present
Transamerica Life Insurance Company Bozeman MT 11/2023 03/2025
Transamerica Life Insurance Company Bozeman MT 03/2025 Present
  • 09/2023 → 10/2023
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 06/2018 → 08/2018
    Harris Teeter
    Williamsburg, VA
  • 06/2017 → 09/2017
    Dermatology Center Of Williamsburg
    Williamsburg, VA
  • 08/2018 → 05/2021
    Student
    Harrisonburg, VA
  • 05/2021 → 03/2023
    Unemployed
    Williamsburg, VA
  • 04/2023 → 08/2023
    Cetera Investment Services Llc
    Richmond, VA
  • 06/2016 → 09/2016
    Duck Donuts
    Williamsburg, VA
  • 09/2017 → 06/2018
    Student
    Harrisonburg, VA
  • 09/2016 → 06/2017
    Student
    Williamsburg, VA
  • 09/2023 → 10/2023
    Cetera Investment Advisers Llc
    Glen Allen, VA
  • 11/2023 → Present
    Transamerica Investors Securities Corporation
    Bozeman, MT
  • 11/2023 → 03/2025
    Transamerica Life Insurance Company
    Bozeman, MT
  • 03/2025 → Present
    Transamerica Life Insurance Company
    Bozeman, MT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-22
S63 Uniform Securities Agent State Law Examination 2023-05-31
  • S65 Uniform Investment Adviser Law Examination
    2023-06-22
  • S63 Uniform Securities Agent State Law Examination
    2023-05-31

View on SEC IAPD

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