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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Lewisville | TX | 07/2012 | 06/2019 |
| Transamerica Investors Securities Corporation | Mckinney | TX | 01/2021 | Present |
| Na | Mckinney | TX | 07/2019 | 12/2020 |
| Transamerica Life Insurance Company | Mckinney | TX | 01/2021 | Present |
QRZ Real Estate Solutions LLC POSITION: Owner NATURE: Invest in single family properties INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2020 ADDRESS: 8308 Olympia Dr. McKinney TX 75072, United States DESCRIPTION: The LLC was setup to hold real estate assets. I will occasionally invest in single family properties for my personal portfolio. Transforming Fathers Position: Owner Nature: Fitness/nutrition/ mindset coaching. Investment Related: NO Number of Hours: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2023 ADDRESS: 8308 Olympia Dr. McKinney TX 75072, United States DESCRIPTION: Sharing my experience about my personal transformation and helping others with Fitness, nutrition and mindset coaching using the Trainerize app.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-30 |
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