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Daniel Jad Mcguire

Retirement Planners Of America

Plano, TX

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-07-28
  • TX RA
    APPROVED
    Since 2017-07-28

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
Bkd Wealth Advisors Addison TX 01/2014 05/2017
Quadcap Wealth Management, Llc Frisco TX 05/2017 06/2017
Mmwkm Advisors, Llc Plano TX 07/2017 Present
  • 01/2014 → 05/2017
    Bkd Wealth Advisors
    Addison, TX
  • 05/2017 → 06/2017
    Quadcap Wealth Management, Llc
    Frisco, TX
  • 07/2017 → Present
    Mmwkm Advisors, Llc
    Plano, TX
Previous Registrations
Other Businesses

Independent Insurance Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-29
  • S65 Uniform Investment Adviser Law Examination
    2014-09-29
Designations

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

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