# Kelli Ann Lynn

Kelli Ann Lynn is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with TRANSAMERICA RETIREMENT ADVISORS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRANSAMERICA RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/107319) | 2023-03-03 | present | Yes |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2016-01-29 | 2023-02-14 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2014-08-25 | 2016-01-14 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2008-02-26 | 2013-08-16 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-05-10 | 2008-01-30 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2003-02-07 | 2005-01-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2334003)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2334003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.