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Transamerica Financial Advisors, Inc.

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Company Details

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
Purpose: BROKER-DEALER
Historical names: PIONEER WESTERN DISTRIBUTORS, INC.
Idex Distributors, Inc.
InterSecurities, Inc.
Principal Address: Google Maps Logo 6400 C STREET SW, CEDAR RAPIDS, IA, 52499, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This 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

PRESIDENT

Name Role Address
MICHELLE BARRY PRESIDENT 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA

TREASURER

Name Role Address
BRIAN BEITZEL TREASURER 6400 C ST SW CEDAR RAPIDS, IA 52499 USA

SECRETARY

Name Role Address
DANIEL GOODMAN SECRETARY 1201 WILLS STREET , STE 800 BALTIMORE, MD 21231 USA

DIRECTOR

Name Role Address
ANDREW SCHAAD DIRECTOR 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA
MICHELLE BARRY DIRECTOR 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA
MICHAEL BRODEUR DIRECTOR 6400 C STREET SW CEDAR RAPIDS, IA 52499 USA

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

Events

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.

Filings

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

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Date of last update: 17 May 2025

Sources: Rhode Island Department of State