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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Sandy, UT
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 | Jan 14, 2014 | n/a | yes | Sandy, UT | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 4, 2007 | Sep 20, 2013 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Sep 20, 2013 | Jan 14, 2014 | 116 | Firm change | Other |