Adviser and broker representative · Transamerica Retirement Advisors, LLC
Kelly L. Davis
CRD 2669126 · Juno Beach, FL
At a glance
Kelly L. Davis is an investment adviser representative with Transamerica Retirement Advisors, LLC in Juno Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2004, about 22 years ago. Kelly is also registered as a broker representative.
Current advisory firm
- Transamerica Retirement Advisors, LLCSince March 2026Juno Beach, FL · $19B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kelly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 9 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.