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Current Employers
Retirement Plan Advisors, Llc

29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-08
LA RA APPROVED 2023-02-10
  • TX RA
    APPROVED_RES
    Since 2025-11-08
  • LA RA
    APPROVED
    Since 2023-02-10

Branch Locations

29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States

4736 W Napoleon Ste. 101, Metairie, LA 70001 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company New Orleans LA 06/2021 01/2023
De La Salle High School New Orleans LA 05/2012 06/2021
Nylife Securities Llc. New Orleans LA 12/2021 01/2023
Crossfit Full Bore Elmwood LA 07/2022 Present
Cambridge Investment Research, Inc. Fairfield IA 02/2023 Present
Retirement Plan Advisors, Llc Chicago IL 02/2023 Present
  • 06/2021 → 01/2023
    New York Life Insurance Company
    New Orleans, LA
  • 05/2012 → 06/2021
    De La Salle High School
    New Orleans, LA
  • 12/2021 → 01/2023
    Nylife Securities Llc.
    New Orleans, LA
  • 07/2022 → Present
    Crossfit Full Bore
    Elmwood, LA
  • 02/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2023 → Present
    Chicago, IL
Other Businesses

1. INDEPENDENT INSURANCE AGENT, METAIRIE LA 70003, 02/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 10 HR/MO 10 HR/MO TRADING 2. CROSSFIT FULL GRIS-GRIS, 1516 RIVER OAKS WEST HARAHAN LA, 06/2022, COACH, FITNESS, NIR, 15 HR/MO 4 HR/MO TRADING 3. RETIREMENT PLAN ADVISORS, LLC, 29 E. MADISON ST SUITE 500 CHICAGO IL, 01/2023, IAR, RIA Affiliation - other than CIRA, INV REL, INV REL, 40 HR/MO 40 HR/MO TRADING 4. JEFFERSON COMMUNITY BAND, 265 Causeway Blvd, Metairie LA 70121, United States, 05/13/2024, Coach, Arts/Performing Arts, NIR, 12 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2022-07-01

View on SEC IAPD

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