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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Washington, DC
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 | Jul 30, 2025 | n/a | yes | Washington, DC | Current employment |
| MCLEAN ASSET MANAGEMENT CORP. | Independent wealth | Aug 19, 2024 | Feb 28, 2025 | no | TYSONS, VA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 8, 2021 | Apr 3, 2024 | no | MERRIMACK, NH | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 26, 2021 | Oct 7, 2021 | no | WOODBRIDGE, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCLEAN ASSET MANAGEMENT CORP. | TRANSAMERICA RETIREMENT ADVISORS, LLC | Feb 28, 2025 | Jul 30, 2025 | 152 | Firm change | RIA to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MCLEAN ASSET MANAGEMENT CORP. | Apr 3, 2024 | Aug 19, 2024 | 138 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Oct 7, 2021 | Dec 8, 2021 | 62 | Firm change | Ibd to ibd |