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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-12-03
  • TX RA
    APPROVED
    Since 2013-12-03

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

1300 Summit Avenue, Suite 600, Fort Worth, TX 76102 • 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 Fort Worth TX 10/2013 Present
  • 10/2013 → Present
    Mmwkm Advisors, Llc
    Fort Worth, TX
Previous Registrations
  • 2006-12-05 → 2013-11-07
    Td Ameritrade, Inc.
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Southlake, TX
    Fort Worth, TX
    Southlake, TX
  • 2006-12-05 → 2013-11-07
    Td Ameritrade Investment Management, Llc
    Ft Worth, TX
    Ft Worth, TX
  • 2006-03-23 → 2006-12-11
    Estlake, TX
Other Businesses

INDEPENDENT INSURANCE AGENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-16
S63 Uniform Securities Agent State Law Examination 2004-10-25
  • S66 Uniform Combined State Law Examination
    2006-02-16
  • S63 Uniform Securities Agent State Law Examination
    2004-10-25
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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