Gregory Clarke Lewis

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

Authority	Category	Status	Date
FL	RA	APPROVED	2013-09-27

FL RA
APPROVED

Since 2013-09-27

Branch Locations

Jacksonville, FL • 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

Organization	City	State	From	To
Diversified Investment Advisors, Inc.	Jacksonville	FL	04/2004	Present
Diversified Investors Securities Corp.	Jacksonville	FL	06/2004	Present

04/2004 → Present

Diversified Investment Advisors, Inc.

Jacksonville, FL
06/2004 → Present

Diversified Investors Securities Corp.

Jacksonville, FL

Other Businesses

Rental home, not investment related, 4528 Polaris Street, Jacksonville Florida 32205, single family rental house, co-owner with spouse, co-owner, 12/1/2024, 0,0, this is a property we own own which we now just started renting out through a property manager- Thirdstone Properties, Jacksonville Florida.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-19
S63	Uniform Securities Agent State Law Examination	1991-08-26

S65 Uniform Investment Adviser Law Examination

2013-07-19
S63 Uniform Securities Agent State Law Examination

1991-08-26

Other Names

Greg Lewis

View on SEC IAPD