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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-13 |
Branch Locations
29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Fort Lauderdale, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 03/2010 | 06/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 12/2009 | 06/2017 |
| Database Financial Services Inc | Naples | FL | 12/2009 | Present |
| Questar Capital Corporation | Minneapolis | MN | 06/2017 | 03/2019 |
| Woodbury Financial Services, Inc. | Bonita Beach | FL | 03/2019 | 03/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2022 | 12/2024 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2022 | 12/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2025 | Present |
| Retirement Plan Advisors, Llc | Chicago | IL | 04/2026 | Present |
1) VARIOUS INSURANCE COMPANIES, 5200 SW 201 Terrace, Fort Lauderdale FL 33332, 05/2025, Agent, 1099, NIR, 160 HR/MO, 40 HR/MO TRADING. 2) RETIREMENT PLAN ADVISORS HOLDINGS, INC., 29 East Madison Street, Suite #500, Chicago IL 60602, United States, 09/30/2025, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
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