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Advisor at TRANSAMERICA RETIREMENT ADVISORS, LLC
Philadelphia, PA
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 2, 2026 | n/a | yes | Philadelphia, PA | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Mar 19, 2024 | Aug 6, 2025 | no | PLYMOUTH, MN|MALVERN, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 15, 2018 | Apr 13, 2022 | no | WASHINGTON, DC|YARDLEY, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Aug 6, 2025 | Jun 2, 2026 | 300 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Apr 13, 2022 | Mar 19, 2024 | 706 | Firm change after gap | Wirehouse to RIA |