DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Transamerica Retirement Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Lavander LandowskiTransamerica Retirement Advisors, LLC otherCuna Brokerage Services, Inc. otherOtherDec 5, 2016Dec 22, 2016
Chad C BaselTransamerica Retirement Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherNov 18, 2016Sep 20, 2017 (306 d)
Tammie Lynn MccoyTransamerica Retirement Advisors, LLC otherLincoln Investment otherOtherJul 13, 2016Oct 13, 2016 (92 d)
Byron BlaineTransamerica Retirement Advisors, LLC otherAdvice And Planning Services otherOtherMar 29, 2016Apr 15, 2016
Jeremy Benjamin NeilsonTransamerica Retirement Advisors, LLC otherValic Financial Advisors, Inc. otherOtherAug 12, 2015Sep 14, 2015 (33 d)
Larry Eugene ElliottTransamerica Retirement Advisors, LLC otherSuntrust Investment Services, Inc. otherOtherJul 6, 2015Aug 3, 2015
Tyler Lee RudekTransamerica Retirement Advisors, LLC otherBoyum Wealth Architects LLC independent RIAOtherMay 7, 2015May 22, 2015
Travis James JacobsTransamerica Retirement Advisors, LLC otherStrategic Advisers LLC national BDOtherApr 13, 2015May 8, 2015
Joseph Anthony OkraskiTransamerica Retirement Advisors, LLC otherValic Financial Advisors, Inc. otherOtherMar 3, 2015Sep 2, 2015 (183 d)
Kevin Patrick DonahueTransamerica Retirement Advisors, LLC otherTd Ameritrade, Inc. no RAUMOtherNov 4, 2014Dec 12, 2014 (38 d)
Jason Donald CapertonTransamerica Retirement Advisors, LLC otherAdvice And Planning Services otherOtherOct 15, 2014Nov 5, 2014
Sean Jeffrey FletcherTransamerica Retirement Advisors, LLC otherAdvice And Planning Services otherOtherOct 15, 2014Nov 5, 2014
Jared Clark Van MoorlehemTransamerica Retirement Advisors, LLC otherAdvice And Planning Services otherOtherSep 4, 2014Nov 12, 2014 (69 d)
Bryan BalesTransamerica Retirement Advisors, LLC otherAdvice And Planning Services otherOtherSep 3, 2014Sep 9, 2014
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194 moves match.