Advisor moves

Arrivals at Transamerica Retirement Advisors, LLC

366 moves
AdvisorFromToTypeLeftRegistered
Ruben GonzalezCalton & Associates, Inc. otherTransamerica Retirement Advisors, LLC otherOtherSep 23, 2014Sep 30, 2014
Byron BlaineAmeriprise Financial Services, LLC national BDTransamerica Retirement Advisors, LLC otherOtherSep 22, 2014Sep 29, 2014
David Nathaniel FloraTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherSep 19, 2014Sep 23, 2014
Michael Paul OttersonStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherSep 18, 2014Sep 30, 2014
Michael Timothy RileyStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherAug 25, 2014Oct 21, 2014 (57 d)
Robert Lee EvansAdvice And Planning Services otherTransamerica Retirement Advisors, LLC otherOtherAug 15, 2014Aug 8, 2016 (724 d)
Jeffrey James BruceAmeriprise Financial Services, LLC national BDTransamerica Retirement Advisors, LLC otherOtherAug 11, 2014Aug 15, 2014
Chad Michael FoslienAmeriprise Financial Services, LLC national BDTransamerica Retirement Advisors, LLC otherOtherJul 11, 2014Dec 3, 2016 (876 d)
Linda Watson BowenWells Fargo Advisors wirehouseTransamerica Retirement Advisors, LLC otherOtherMar 28, 2014Apr 2, 2014
David MedinaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTransamerica Retirement Advisors, LLC otherOtherJan 7, 2014Jan 28, 2015 (386 d)
Thomas Huffman EngelhardFiduciary Associates, LLC unclassifiedTransamerica Retirement Advisors, LLC BD affiliatedOtherJan 3, 2014Mar 11, 2020 (2259 d)
Michael John BaileyTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Mar 13, 2014 (72 d)
Mary Elizabeth RinehartTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Mar 25, 2015 (449 d)
Laura Therese PopeTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Jan 2, 2014
Keith Allen LunneborgTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Jan 3, 2014
Robert Frank RegenfussTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Jan 3, 2014
Britt Eckman ClantonTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Jan 2, 2014
Ghada Mohamed El-GamalTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Jan 2, 2014
Travis James JacobsTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Jan 2, 2014
Tyler Lee RudekTransamerica Financial Advisors, LLC otherTransamerica Retirement Advisors, LLC otherOtherDec 31, 2013Jan 2, 2014
Diane Marie AurelioJ P Turner & Company Capital Management, LLC otherTransamerica Retirement Advisors, LLC BD affiliatedOtherDec 5, 2013Nov 9, 2022 (3261 d)
Steven Kevin BellerLjpr Financial Advisors otherTransamerica Retirement Advisors, LLC otherOtherNov 20, 2013Apr 16, 2014 (147 d)
Ryan Lee SheetsLPL Financial LLC otherTransamerica Retirement Advisors, LLC otherOtherNov 15, 2013Jul 1, 2015 (593 d)
Joshua John SchmidtStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherSep 20, 2013Jan 14, 2014 (116 d)
Barnabas Alexis WhiteWells Fargo Advisors wirehouseTransamerica Retirement Advisors, LLC otherOtherSep 18, 2013Sep 16, 2014 (363 d)
Julie Annette BelvedereMsi Financial Services, Inc. otherTransamerica Retirement Advisors, LLC otherOtherAug 2, 2013Jul 2, 2015 (699 d)
Mignon Vonetta PayneSuntrust Investment Services, Inc. otherTransamerica Retirement Advisors, LLC otherOtherJul 26, 2013Apr 16, 2015 (629 d)
Kimberly WestonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTransamerica Retirement Advisors, LLC mixed wealthWirehouse to independent RIAMar 22, 2013Nov 20, 2018 (2069 d)
David Trevor RixStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherJan 11, 2013Jan 14, 2014 (368 d)
Yolanda Hyacinth DegrangeEdward Jones national BDTransamerica Retirement Advisors, LLC otherOtherNov 13, 2012Jun 5, 2014 (569 d)
Scott SoenenBb&T Investment Services, Inc. no RAUMTransamerica Retirement Advisors, LLC otherOtherNov 8, 2012Jun 23, 2014 (592 d)
Jeffrey Todd BrewerOsaic Fa, Inc. otherTransamerica Retirement Advisors, LLC otherOtherOct 15, 2012May 28, 2014 (590 d)
Rustomji Feroz DubashValic Financial Advisors, Inc. otherTransamerica Retirement Advisors, LLC otherOtherOct 4, 2012Jun 16, 2014 (620 d)
April Anne Malicsi OrsiT. Rowe Price Advisory Services, Inc. no RAUMTransamerica Retirement Advisors, LLC otherOtherJul 17, 2012Mar 27, 2018 (2079 d)
Alan Lee CrouseCetera Investment Services LLC otherTransamerica Retirement Advisors, LLC otherOtherMay 31, 2012May 22, 2014 (721 d)
Christina Dee JamiesonSuntrust Investment Services, Inc. otherTransamerica Retirement Advisors, LLC otherOtherMar 2, 2012Feb 9, 2018 (2170 d)
Melanie Susan GraffRaymond James Financial Services Advisors, Inc otherTransamerica Retirement Advisors, LLC otherOtherFeb 23, 2011May 24, 2016 (1917 d)
Jason Donald CapertonStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherJan 27, 2011Aug 25, 2014 (1306 d)
Craig MartzNext Financial Group, Inc. otherTransamerica Retirement Advisors, LLC otherOtherJan 12, 2011Mar 24, 2015 (1532 d)
Bertha M AriasStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherMay 19, 2010May 18, 2016 (2191 d)
Milton Jesus MejiaT. Rowe Price Advisory Services, Inc. no RAUMTransamerica Retirement Advisors, LLC otherOtherMar 19, 2010Jul 14, 2015 (1943 d)
Sean Jeffrey FletcherStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherJan 12, 2010May 15, 2014 (1584 d)
Brent Joseph MartinsonTd Ameritrade Investment Management, LLC otherTransamerica Retirement Advisors, LLC otherOtherJan 12, 2010Feb 20, 2014 (1500 d)
Joseph Anthony OkraskiValic Financial Advisors, Inc. otherTransamerica Retirement Advisors, LLC otherOtherJan 8, 2010Jul 9, 2014 (1643 d)
Jared Clark Van MoorlehemStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherJan 6, 2010Jan 28, 2014 (1483 d)
Ryan Thomas MerrellCitigroup Global Markets Inc. otherTransamerica Retirement Advisors, LLC otherOtherDec 17, 2009May 8, 2014 (1603 d)
Allan Norman HunterValic Financial Advisors, Inc. otherTransamerica Retirement Advisors, LLC otherOtherNov 23, 2009Sep 6, 2016 (2479 d)
Granville Marquale JordanTd Ameritrade, Inc. no RAUMTransamerica Retirement Advisors, LLC otherOtherNov 16, 2009Apr 25, 2014 (1621 d)
Risa L LamontagneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTransamerica Retirement Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 3, 2009Oct 11, 2019 (3721 d)
Jeremy Benjamin NeilsonCharles Schwab & Co., Inc. national BDTransamerica Retirement Advisors, LLC otherOtherNov 19, 2008May 13, 2014 (2001 d)
Bryan BalesStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherOct 30, 2008Jan 10, 2014 (1898 d)
Jerry Wayne EricsonStrategic Advisers LLC national BDTransamerica Retirement Advisors, LLC otherOtherOct 22, 2008May 15, 2014 (2031 d)
Gary Thomas MerletteJ.P. Morgan Institutional Investments otherTransamerica Retirement Advisors, LLC otherOtherMay 12, 2008Jun 7, 2017 (3313 d)
Spencer Teddy AngellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTransamerica Retirement Advisors, LLC otherOtherApr 2, 2008Nov 13, 2017 (3512 d)
Christine Curtsinger DevriesWells Fargo Investments, LLC unclassifiedTransamerica Retirement Advisors, LLC otherOtherMar 13, 2008Aug 24, 2013 (1990 d)
Scott David JordanFidelity Distributors Company LLC unclassifiedTransamerica Retirement Advisors, LLC otherOtherDec 18, 2007Nov 18, 2015 (2892 d)
Edward Russell GrossValic Financial Advisors, Inc. otherTransamerica Retirement Advisors, LLC otherOtherAug 10, 2007Nov 7, 2013 (2281 d)
James Blayde Thomas WoodrumAmeriprise Financial Services, LLC national BDTransamerica Retirement Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 4, 2006May 29, 2019 (4803 d)
Randall Scott KensingerA. G. Edwards & Sons, Inc. unclassifiedTransamerica Retirement Advisors, LLC otherOtherOct 3, 2005Jun 12, 2014 (3174 d)
Daren Taruo SuzukiUvest Financial Services Group, Inc. unclassifiedTransamerica Retirement Advisors, LLC otherOtherJul 8, 2004Sep 18, 2017 (4820 d)
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