Best Investors Account Sign in
Inactive

Corey Donald Roberts

C.R. Retirement Strategies, LLC

Indianapolis, IN

Claim This Profile
Current Employers
C.R. Retirement Strategies, Llc

Indianapolis, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-03
  • IN RA
    APPROVED
    Since 2025-11-03

Branch Locations

Indianapolis, IN • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Noblesville IN 11/2015 11/2017
Securities America, Inc Noblesville IN 11/2017 07/2018
Unemployed Indianapolis IN 08/2018 04/2019
Masa Global Indianapolis IN 05/2019 03/2021
Unemployed Indianapolis IN 04/2021 07/2021
Powerhome Solar/Pink Energy Indianapolis IN 08/2021 07/2022
Door Dash Indianapolis IN 08/2022 02/2023
C.R. Retirement Strategies Indianapolis IN 03/2023 Present
C.R. Retirement Strategies Llc Indianapolis IN 09/2025 Present
  • 11/2015 → 11/2017
    National Planning Corporation
    Noblesville, IN
  • 11/2017 → 07/2018
    Securities America, Inc
    Noblesville, IN
  • 08/2018 → 04/2019
    Unemployed
    Indianapolis, IN
  • 05/2019 → 03/2021
    Masa Global
    Indianapolis, IN
  • 04/2021 → 07/2021
    Unemployed
    Indianapolis, IN
  • 08/2021 → 07/2022
    Powerhome Solar/Pink Energy
    Indianapolis, IN
  • 08/2022 → 02/2023
    Door Dash
    Indianapolis, IN
  • 03/2023 → Present
    C.R. Retirement Strategies
    Indianapolis, IN
  • 09/2025 → Present
    Indianapolis, IN
Other Businesses

Divergent Advisors Investment related, 335 Parkway 575 # 110, Woodstock, GA 30188, IMO, Independent Contractor, Agent, 10/2025 - Present, 40 hours per month, 8 hours per week, sell insurance products to clients

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-08
S63 Uniform Securities Agent State Law Examination 2011-01-20
  • S65 Uniform Investment Adviser Law Examination
    2025-09-08
  • S63 Uniform Securities Agent State Law Examination
    2011-01-20
Other Names
  • Corey Donald Roberts

View on SEC IAPD

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor