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Transamerica Financial Advisors, Inc.

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
Principal Address: 6400 C STREET SW, CEDAR RAPIDS, IA, 52499, USA
Purpose: BROKER-DEALER
NAICS: 524210 - Insurance Agencies and Brokerages
Historical names: PIONEER WESTERN DISTRIBUTORS, INC.
Idex Distributors, Inc.
InterSecurities, Inc.

Agent

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

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 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

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
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: 06 Oct 2024

Sources: Rhode Island Department of State