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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 | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Weeki Wachee | FL | 03/2016 | Present |
| Transamerica Investors Securities Corporation | Weeki Wachee | FL | 06/2024 | Present |
Uber/Lyft Not investment related 8045 Indian Trail Road Weeki Wachee FL 34613 Taxi service Driver Driver 10-20/week when active. Not currently driving. None. For extra income, I sometimes drive for Uber/Lyft. This isn't related to investments at all.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-25 |
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