| Entity Name: | TRANSAMERICA FINANCIAL ADVISORS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 14 Feb 1985 |
| Business ALEI: | 0165943 |
| Annual report due: | 14 Feb 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 6400 C St SW, Cedar Rapids, IA, 52499, United States |
| Mailing address: | 6400 C St SW, Cedar Rapids, IA, United States, 52499 |
| Place of Formation: | DELAWARE |
| E-Mail: | CORPORATE.SECRETARIAL@TRANSAMERICA.COM |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Gregory E Miller-Breetz | Officer | 1201 Wills St, Ste 800, Baltimore, MD, 21231, United States | 1201 Wills St, Ste 800, Baltimore, MD, 21231, United States |
| ANDREW SCHAAD | Officer | ONE INVESTORS WAY, NORWOOD, MA, 02062, United States | ONE INVESTORS WAY, NORWOOD, MA, 02062, United States |
| BRIAN BEITZEL | Officer | 6400 C St SW, Cedar Rapids, IA, 52499, United States | 6400 C St SW, Cedar Rapids, IA, 52499, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| ANDREW SCHAAD | Director | ONE INVESTORS WAY, NORWOOD, MA, 02062, United States | ONE INVESTORS WAY, NORWOOD, MA, 02062, United States |
| Jamie Ohl | Director | 6400 C St SW, Cedar Rapids, IA, 52499, United States | 6400 C St SW, Cedar Rapids, IA, 52499, United States |
| TODD BUCHANAN | Director | 6400 C St SW, Cedar Rapids, IA, 52499-0003, United States | 6400 C St SW, Cedar Rapids, IA, 52499-0003, United States |
| BRIAN BEITZEL | Director | 6400 C St SW, Cedar Rapids, IA, 52499, United States | 6400 C St SW, Cedar Rapids, IA, 52499, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | INTERSECURITIES, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC. | 2009-10-22 |
| Name change | IDEX DISTRIBUTORS, INC. | INTERSECURITIES, INC. | 1991-04-12 |
| Name change | PIONEER WESTERN DISTRIBUTORS, INC. | IDEX DISTRIBUTORS, INC. | 1990-10-10 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012050424 | 2024-01-17 | No data | Annual Report | Annual Report | No data |
| BF-0011079314 | 2023-02-10 | No data | Annual Report | Annual Report | No data |
| BF-0010237779 | 2022-01-31 | No data | Annual Report | Annual Report | 2022 |
| 0007164326 | 2021-02-16 | No data | Annual Report | Annual Report | 2021 |
| 0006728623 | 2020-01-21 | No data | Annual Report | Annual Report | 2020 |
| 0006380967 | 2019-02-13 | No data | Annual Report | Annual Report | 2019 |
| 0006158153 | 2018-04-10 | No data | Annual Report | Annual Report | 2018 |
| 0005775740 | 2017-02-28 | No data | Annual Report | Annual Report | 2017 |
| 0005490741 | 2016-02-22 | No data | Annual Report | Annual Report | 2016 |
| 0005255225 | 2015-01-13 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
