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Jordan Michael Roach

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 2022-07-11
  • TX RA
    APPROVED
    Since 2022-07-11

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
Nylife Securities Llc Dallas TX 02/2013 04/2018
New York Life Dallas TX 02/2013 04/2018
Eagle Strategies Llc Dallas TX 05/2014 04/2018
Wood Legacy Group, Llc Celina TX 01/2018 04/2018
Mmwkm Advisors, Llc Plano TX 04/2018 02/2021
Black Knight Wealth Management, Llc Celina TX 02/2021 07/2022
Mmwkm Advisors, Llc Plano TX 07/2022 Present
  • 02/2013 → 04/2018
    Nylife Securities Llc
    Dallas, TX
  • 02/2013 → 04/2018
    New York Life
    Dallas, TX
  • 05/2014 → 04/2018
    Dallas, TX
  • 01/2018 → 04/2018
    Wood Legacy Group, Llc
    Celina, TX
  • 04/2018 → 02/2021
    Mmwkm Advisors, Llc
    Plano, TX
  • 02/2021 → 07/2022
    Celina, TX
  • 07/2022 → Present
    Mmwkm Advisors, Llc
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-14
S63 Uniform Securities Agent State Law Examination 2013-03-21
  • S65 Uniform Investment Adviser Law Examination
    2014-04-14
  • S63 Uniform Securities Agent State Law Examination
    2013-03-21

View on SEC IAPD

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