Joshua T. Wilson

TRANSAMERICA RETIREMENT ADVISORS

Oceanside, CA

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CRD#: 6587813

Professional summary

Joshua Travis Wilson, who also goes by Joshua T Wilson, Joshua Travis Wilson, Joshua Wilson, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Oceanside, California and TRANSAMERICA INVESTORS SECURITIES, LLC located in Sarasota, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Joshua has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua T Wilson | Joshua Travis Wilson | Joshua Wilson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Travis Wilson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 21, 2026 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Oceanside, CA

Current

January 30, 2026 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

SARASOTA, FL

Past

March 31, 2025 - July 7, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HEMET, CA

Past

December 17, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SALT LAKE CITY, UT

Past

November 29, 2021 - July 7, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

April 15, 2019 - September 9, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

THOUSAND OAKS, CA

Past

April 15, 2019 - September 9, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SIMI VALLEY, CA

Past

February 26, 2016 - January 24, 2019

EDWARD JONES

RIA

CRD#: 250

MONTECITO, CA

Past

January 21, 2016 - January 24, 2019

EDWARD JONES

CRD#: 250

MONTECITO, CA

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".

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.

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

Alabama
(2/2/2026)

Alaska
(2/5/2026)

Arizona
(2/11/2026)

Arkansas
(4/13/2026)

IAR

California
(1/21/2026)

California
(1/30/2026)

Colorado
(3/4/2026)

Connecticut
(2/2/2026)

Delaware
(2/2/2026)

District of Columbia
(2/10/2026)

Florida
(4/6/2026)

Georgia
(2/2/2026)

Idaho
(2/2/2026)

Indiana
(2/2/2026)

Iowa
(2/4/2026)

Kansas
(2/2/2026)

Kentucky
(2/2/2026)

Louisiana
(2/2/2026)

Maine
(2/18/2026)

Maryland
(2/18/2026)

Massachusetts
(2/25/2026)

Michigan
(3/24/2026)

Minnesota
(2/2/2026)

Mississippi
(2/4/2026)

Missouri
(2/25/2026)

Montana
(2/11/2026)

Nebraska
(2/2/2026)

Nevada
(2/2/2026)

New Hampshire
(2/17/2026)

New Jersey
(2/11/2026)

New Mexico
(2/19/2026)

New York
(2/3/2026)

North Carolina
(2/2/2026)

North Dakota
(2/3/2026)

Ohio
(2/3/2026)

Oklahoma
(2/3/2026)

Oregon
(3/28/2026)

Pennsylvania
(2/2/2026)

Puerto Rico
(3/9/2026)

Rhode Island
(2/2/2026)

South Carolina
(2/6/2026)

South Dakota
(2/2/2026)

Tennessee
(2/17/2026)

Texas
(4/7/2026)

Utah
(2/17/2026)

Vermont
(2/2/2026)

Virginia
(2/3/2026)

Washington
(3/11/2026)

West Virginia
(2/2/2026)

Wisconsin
(2/2/2026)

Wyoming
(2/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/8/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRANSAMERICA RETIREMENT ADVISORS, LLC THIRD PARTY MONEY MANAGERS BROCHURES (5/22/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC TRANSAMERICA PERSONALIZED PORTFOLIOS BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. DEFINED BENEFIT SERVICES BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. MANAGED ADVICE SERVICES BROCHURE (2/14/2025)

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	Cover Page	Report
10/25/2024	Cover Page	Report
07/25/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Joshua T. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Travis Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA INVESTORS SECURITIES, LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

TRANSAMERICA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2016

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2016

FINRA

Current Firm

TRANSAMERICA RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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