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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Leawood, KS
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 | Apr 13, 2026 | n/a | yes | Leawood, KS | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jul 15, 2022 | Apr 8, 2026 | no | JOHNS CREEK, GA|Cedar Rapids, IA|LEAWOOD, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Jun 1, 2015 | Aug 23, 2021 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Apr 8, 2026 | Apr 13, 2026 | 5 | Firm change | Ibd to ibd |
| WADDELL & REED | TRANSAMERICA FINANCIAL ADVISORS, LLC | Aug 23, 2021 | Jul 15, 2022 | 326 | Firm change | Ibd to ibd |