DFX Intelligence
Advisors
Advisors registered through Transamerica Retirement Advisors, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
305 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jill Elizabeth Winter dual registrant | Transamerica Retirement Advisors, LLC BD affiliated | South Jordan, Ut | Jul 11, 2022 | 10 y | 1 | 1 |
| Benjamin Patrick Woods dual registrant | Transamerica Retirement Advisors, LLC BD affiliated | Davenport, Fl | Nov 16, 2021 | 11 y | 1 | 1 |
| Leslie Laverne Wyatt dual registrant | Transamerica Retirement Advisors, LLC BD affiliated | Lutz, Fl | Jul 11, 2017 | 26 y | 0 | 1 |
| J••• W•••••• Z•••••• dual registrant | T••••••••• R••••••••• A•••••••• L•• BD affiliated | Indianapolis, In | Sep 10, 2025 | 30 y | 2 | 1 |
| R••••• W•••••• Z••• dual registrant | T••••••••• R••••••••• A•••••••• L•• BD affiliated | Goodyear, Az | May 28, 2025 | 14 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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