| Name: | Transamerica Financial Advisors, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 11 Feb 1985 (40 years ago) |
| Identification Number: | 000033256 |
| Place of Formation: | DELAWARE |
| Principal Address: | 6400 C STREET SW, CEDAR RAPIDS, IA, 52499, USA |
| Purpose: | BROKER-DEALER |
| Historical names: |
PIONEER WESTERN DISTRIBUTORS, INC. Idex Distributors, Inc. InterSecurities, Inc. |
NAICS
524210 Insurance Agencies and BrokeragesThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| MICHELLE BARRY | PRESIDENT | 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA |
| Name | Role | Address |
|---|---|---|
| BRIAN BEITZEL | TREASURER | 6400 C ST SW CEDAR RAPIDS, IA 52499 USA |
| Name | Role | Address |
|---|---|---|
| DANIEL GOODMAN | SECRETARY | 1201 WILLS STREET , STE 800 BALTIMORE, MD 21231 USA |
| Name | Role | Address |
|---|---|---|
| ANDREW SCHAAD | DIRECTOR | 11315 JOHNS CREEK PARKWAY JOHNS CREEK, GA 30097 USA |
| TODD BUCHANAN | DIRECTOR | 6400 C ST SW CEDAR RAPIDS, IA 52499 USA |
| MICHELLE BARRY | DIRECTOR | 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA |
| BRIAN BEITZEL | DIRECTOR | 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA |
| MICHAEL BRODEUR | DIRECTOR | 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2010-01-15 | InterSecurities, Inc. | Transamerica Financial Advisors, Inc. |
| Name Change | 1991-04-12 | Idex Distributors, Inc. | InterSecurities, Inc. |
| Name Change | 1990-10-11 | PIONEER WESTERN DISTRIBUTORS, INC. | Idex Distributors, Inc. |
| Number | Name | File Date |
|---|---|---|
| 202450979350 | Annual Report | 2024-04-12 |
| 202334485430 | Annual Report | 2023-04-28 |
| 202209168860 | Annual Report | 2022-02-02 |
| 202191851890 | Annual Report | 2021-02-17 |
| 202034683000 | Annual Report | 2020-02-19 |
| 201989451270 | Annual Report | 2019-03-28 |
| 201880072240 | Annual Report | 2018-10-24 |
| 201875428450 | Revocation Notice For Failure to File An Annual Report | 2018-08-24 |
| 201735203140 | Annual Report | 2017-03-01 |
| 201692247780 | Annual Report | 2016-02-10 |
Date of last update: 07 Apr 2025
Sources: Rhode Island Department of State
