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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-24
  • TX RA
    APPROVED
    Since 2023-08-24

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
Liquid Enterprises, Inc. Dallas TX 01/2013 05/2023
Mmwkm Advisors, Llc Dallas TX 04/2014 02/2022
Tbs Hurst TX 11/2022 05/2023
Retirement Planners Of America Dallas TX 08/2023 09/2024
Unemployed Dallas TX 05/2023 08/2023
Unemployed Dallas TX 09/2024 10/2025
Sullivan Financial Partners Southlake TX 10/2025 Present
  • 01/2013 → 05/2023
    Liquid Enterprises, Inc.
    Dallas, TX
  • 04/2014 → 02/2022
    Mmwkm Advisors, Llc
    Dallas, TX
  • 11/2022 → 05/2023
    Tbs
    Hurst, TX
  • 08/2023 → 09/2024
    Dallas, TX
  • 05/2023 → 08/2023
    Unemployed
    Dallas, TX
  • 09/2024 → 10/2025
    Unemployed
    Dallas, TX
  • 10/2025 → Present
    Sullivan Financial Partners
    Southlake, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-31
  • S65 Uniform Investment Adviser Law Examination
    2017-08-31

View on SEC IAPD

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