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

Aug 23, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S66

First exam

Aug 23, 2002

First registration

Aug 21, 2023

Dual registered

yes, broker-dealer

IAPD individual key

3151768

• Occurred

  Aug 13, 2026
  Advisor changed firm

  Jeffrey Michael Isaac left Ubs Financial Services Inc. for Transamerica Retirement Advisors, Llc (registered 2026-08-14)

  Form ADVobserved 4 days ago
• Occurred

  Oct 15, 2025
  Advisor changed firm

  Jeffrey Michael Isaac left Morgan Stanley for Ubs Financial Services Inc. (registered 2025-12-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ad383ee-744f-fcf2-304d-e483744bdb43

First observed

Aug 21, 2023

Last observed

Sep 14, 2026 6 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.