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.

Current firm

TRANSAMERICA RETIREMENT ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 16, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 16, 1999

First registration

Jan 30, 2012

Dual registered

yes, broker-dealer

IAPD individual key

3154899

• Occurred

  Jul 11, 2024
  Advisor changed firm

  Michael David Wilson left Citizens Securities, Inc. for Transamerica Retirement Advisors, Llc (registered 2024-09-25)

  Form ADVobserved 4 days ago
• Occurred

  Aug 29, 2023
  Advisor changed firm

  Michael David Wilson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Citizens Securities, Inc. (registered 2023-09-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ea988bb-0cf7-2541-0fb0-53d384b4e380

First observed

Jan 30, 2012

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.