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Retirement Advisors, LLC CRD 147701
$186M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17250 Dallas Parkway, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED | 2019-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emory Midtown Hospital | Atlanta | GA | 06/2018 | 05/2022 |
| Emory Midtown Hospital | Atlanta | GA | 06/2016 | 06/2018 |
| Retirement Advisors, Llc | Dallas | TX | 01/2019 | Present |
| Envision Healthcare Services | Dallas | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-14 |
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