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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Ocoee, 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 | Jun 17, 2026 | n/a | yes | Ocoee, FL | Current employment |
| EDWARD JONES | National bd RIA | Sep 3, 2024 | Dec 9, 2025 | no | ORLANDO, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 18, 2017 | Jun 6, 2024 | no | LAKE MARY, FL|LAKE MARY, FL|TAMPA, FL|LAKE MARY, FL|ORLANDO, FL|LAKE MARY, FL|LAKE MARY, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | TRANSAMERICA RETIREMENT ADVISORS, LLC | Dec 9, 2025 | Jun 17, 2026 | 190 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Jun 6, 2024 | Sep 3, 2024 | 89 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:250:FL:2024-06-06 | Jun 6, 2024 | Sep 3, 2024 | LAKE MARY, FL | Firm change |