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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Clearwater, FL
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 | Oct 21, 2014 | n/a | yes | Clearwater, FL | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 27, 2007 | Aug 25, 2014 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Aug 25, 2014 | Oct 21, 2014 | 57 | Firm change | Other |