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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Pine Bush, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | Bd affiliated wealth | Sep 2, 2026 | n/a | yes | Pine Bush, NY | Current employment |
| VOYA RETIREMENT ADVISORS, LLC | Other adviser | Jul 11, 2023 | Aug 25, 2026 | no | WINDSOR, CT|PINE BUSH, NY | Previous registration |
| VOYA FINANCIAL PARTNERS, LLC | Former SEC adviser | Jun 20, 2021 | Jul 18, 2023 | no | Pine Bush, NY|NEW YORK, NY|WINDSOR, CT|Farmington, CT|Boston, MA | Previous registration |
| LORD, ABBETT & CO. LLC | Asset manager | Mar 29, 2005 | Jun 3, 2021 | no | JERSEY CITY, NJ|JERSEY CITY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Aug 25, 2026 | Sep 2, 2026 | 8 | Firm change | Other |
| VOYA FINANCIAL PARTNERS, LLC | VOYA RETIREMENT ADVISORS, LLC | Jul 18, 2023 | Jul 11, 2023 | -7 | Channel change | Other |
| LORD, ABBETT & CO. LLC | VOYA FINANCIAL PARTNERS, LLC | Jun 3, 2021 | Jun 20, 2021 | 17 | Firm change | Other |