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Robert Jonathan Badger

Dash Investments

Woodland Hills, CA

Plano, TX

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Current Employers
Dash Investments

21600 Oxnard Street Ste. 1755, Woodland Hills, CA 91367 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-27
  • TX RA
    APPROVED
    Since 2025-05-27

Branch Locations

21600 Oxnard Street Ste. 1755, Woodland Hills, CA 91367 • United States

6275 W Plano Pkwy Suite 555, 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
Thrivent Investment Management Inc San Clemente CA 01/2016 05/2018
Thrivent Financial San Clemente CA 01/2016 05/2018
J.P. Morgan Securites Llc Newport Beach CA 05/2018 05/2019
Jpmorgan Chase Bank, N.A. Newport Beach CA 05/2018 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cerritos CA 05/2019 04/2021
Bank Of America, N.A. Cerritos CA 05/2019 04/2021
Fisher Investments Plano TX 04/2021 05/2025
Dash Investments Woodland Hills CA 05/2025 Present
  • 01/2016 → 05/2018
    Thrivent Investment Management Inc
    San Clemente, CA
  • 01/2016 → 05/2018
    Thrivent Financial
    San Clemente, CA
  • 05/2018 → 05/2019
    J.P. Morgan Securites Llc
    Newport Beach, CA
  • 05/2018 → 05/2019
    Jpmorgan Chase Bank, N.A.
    Newport Beach, CA
  • 05/2019 → 04/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cerritos, CA
  • 05/2019 → 04/2021
    Bank Of America, N.A.
    Cerritos, CA
  • 04/2021 → 05/2025
    Fisher Investments
    Plano, TX
  • 05/2025 → Present
    Dash Investments
    Woodland Hills, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-27
S63 Uniform Securities Agent State Law Examination 2016-03-04
  • S66 Uniform Combined State Law Examination
    2019-06-27
  • S63 Uniform Securities Agent State Law Examination
    2016-03-04
Other Names
  • Robert Badger
  • Robert J Badger
  • Robert Jonathan Badger

View on SEC IAPD

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Other Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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