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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Colorado Springs, CO
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 1, 2024 | n/a | yes | Colorado Springs, CO | Current employment |
| CALAMOS ADVISORS LLC | Asset manager | Nov 13, 2007 | Aug 16, 2024 | no | NAPERVILLE, IL | Previous registration |
| ARLINGTON WEALTH MANAGEMENT | Independent wealth | Aug 15, 2002 | Sep 26, 2007 | no | ARLINGTON HEIGHTS, IL|ARLINGTON HEIGHTS, IL | Previous registration |
| WORLD EQUITY GROUP, INC. | Bd affiliated wealth | Mar 19, 2001 | Aug 24, 2004 | no | ARLINGTON HEIGHTS, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CALAMOS ADVISORS LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Aug 16, 2024 | Oct 1, 2024 | 46 | Firm change | Other |
| ARLINGTON WEALTH MANAGEMENT | CALAMOS ADVISORS LLC | Sep 26, 2007 | Nov 13, 2007 | 48 | Firm change | Other |
| WORLD EQUITY GROUP, INC. | ARLINGTON WEALTH MANAGEMENT | Aug 24, 2004 | Aug 15, 2002 | -740 | Firm change after gap | Other |