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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-19 |
| WI | RA | APPROVED | 2005-01-03 |
Branch Locations
3618 Ridge Drive Suite #1, Janesville, WI 53548 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2003 | Present |
| Retirement Plan Advisors, Llc | Janesville | WI | 01/2005 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) DODD FINANCIAL GROUP, INV. 3618 RIDGE DRIVE JANESVILLE, WI 53548. 1/1/07 AS PRESIDENT; LEGAL ENTITY FOR TAX PURPOSES. NIR, 2 HR/MO 0 HR/MO TRADING 3) RETIREMENT PLAN ADVISORS HOLDINGS INC, 105 W ADAMS ST SUITE 2175 CHICAGO IL, 01/2022, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO 0 HR/MO TRADING 4) BLUE MONARCH LLC, 3618 RIDGE DRIVE SUITE 150 JANESVILLE WI, 08/07/2024, PRESIDENT, LLC, NIR, 1 HR/MO 1 HR/MO TRADING 5) Dodd Financial Group Holdings Inc., 3618 Ridge Drive, Janesville, WI 53548, 05/2026, President, Administrative, INV REL, 2 HR/MO, 2 HR/MO TRADING 6) Dodd Financial Group, Inc., 3618 Ridge Drive, Janesville, WI 53548, 01/2007, Owner, Owner/Partner of a Business Entity, INV REL, 2 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-02 |
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