IQ
Ignacio Quiroz
TRANSAMERICA RETIREMENT ADVISORS
McKinney, TX
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CRD#: 3237897
IQ
Professional summary
Ignacio Quiroz is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Mckinney, Texas and TRANSAMERICA INVESTORS SECURITIES, LLC located in Brewster, New York.
Ignacio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Ignacio has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
QRZ Real Estate Solutions LLC POSITION: Owner NATURE: Invest in single family properties INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2020 ADDRESS: 8308 Olympia Dr. McKinney TX 75072, United States DESCRIPTION: The LLC was setup to hold real estate assets. I will occasionally invest in single family properties for my personal portfolio. Transforming Fathers Position: Owner Nature: Fitness/nutrition/ mindset coaching. Investment Related: NO Number of Hours: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2023 ADDRESS: 8308 Olympia Dr. McKinney TX 75072, United States DESCRIPTION: Sharing my experience about my personal transformation and helping others with Fitness, nutrition and mindset coaching using the Trainerize app.
CRS (Client Relationship Summary) - RIA
Click below to view Ignacio Quiroz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 25, 2021 - Present
TRANSAMERICA RETIREMENT ADVISORS, LLC
RIA
CRD#: 107319
McKinney, TX
Current
January 25, 2021 - Present
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
Brewster, NY
Past
August 31, 2012 - July 3, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
LEWISVILLE, TX
Past
November 14, 2007 - July 3, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
LEWISVILLE, TX
Past
May 2, 2002 - November 21, 2007
E*TRADE SECURITIES LLC
BD
CRD#: 29106
DALLAS, TX
Past
November 24, 2000 - June 4, 2001
E*TRADE SECURITIES LLC
BD
CRD#: 29106
JERSEY CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
TRANSAMERICA RETIREMENT ADVISORS, LLC
DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.
CRD#: 107319 / SEC#: 801-42910
RIA
Registered Investment Advisory firm - (12/16/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Texas(1/25/2021)
RR
Texas(1/26/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TR
TRANSAMERICA RETIREMENT ADVISORS, LLC
DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.
CRD#: 107319 / SEC#: 801-42910
RIA
Registered Investment Advisory firm - (12/16/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6400 C Street Sw, Cedar Rapids, IA 52499
Mailing Address
Phone number
(866) 368-0566
Established
Firm type
Fiscal year end
# of Employees
383
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 212,836 |
| AUM (Assets Under Management) | $ 16,157,423,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2025 | ||
| 10/25/2024 | ||
| 07/25/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
