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Joanna Dossman

Retirement Planners Of America

Plano, TX

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-18
  • TX RA
    APPROVED
    Since 2024-06-18

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • 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
American General Life Insurance Brentwood TN 01/2016 07/2018
Aig Capital Services, Inc. Brentwood TN 01/2016 07/2018
Concourse Financial Group Securities Prosper TX 02/2019 04/2023
Concourse Financial Group Distributors Prosper TX 01/2019 04/2023
Lifetrends Austin TX 07/2018 12/2018
Self-Employed Prosper TX 04/2023 06/2024
Retirement Planners Of America Plano TX 06/2024 Present
  • 01/2016 → 07/2018
    American General Life Insurance
    Brentwood, TN
  • 01/2016 → 07/2018
    Aig Capital Services, Inc.
    Brentwood, TN
  • 02/2019 → 04/2023
    Concourse Financial Group Securities
    Prosper, TX
  • 01/2019 → 04/2023
    Concourse Financial Group Distributors
    Prosper, TX
  • 07/2018 → 12/2018
    Lifetrends
    Austin, TX
  • 04/2023 → 06/2024
    Self-Employed
    Prosper, TX
  • 06/2024 → Present
    Retirement Planners Of America
    Plano, TX
Previous Registrations
  • 2014-01-13 → 2016-01-14
    Edward Jones
    St. Louis, MO
    Allen, TX
    Prosper, TX
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-10
  • S66 Uniform Combined State Law Examination
    2014-01-10
Other Names
  • Joanna Gail Thuerauf
  • Joanna Gail Thuerauf
  • Joanna Thuerauf Dossman
  • Joanna Gail Dossman

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

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