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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-12-19
  • OK RA
    APPROVED
    Since 2024-12-19

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

3030 N.W. Expressway Suite 300, Oklahoma City, OK 73112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mmwkm Advisors, Llc Plano TX 01/2014 Present
  • 01/2014 → Present
    Mmwkm Advisors, Llc
    Plano, TX
Previous Registrations
  • 2009-06-01 → 2014-01-16
    Oklahoma City, OK
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Oklahoma City, OK
  • 2004-01-20 → 2007-04-02
    Morgan Stanley Dw Inc.
    Oklahoma City, OK
    Oklahoma Cty, OK
Other Businesses

Independent Insurance Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-29
  • S66 Uniform Combined State Law Examination
    2003-10-29

View on SEC IAPD

Other Firms

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