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Alexxander V Peralta

Retirement Investment Advisors Inc

Oklahoma City, OK

CRD 7638573

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Employer firm

Retirement Investment Advisors Inc CRD 106316

$1.49B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Investment Advisors Inc

2925 United Founders Blvd, Oklahoma City, OK 73112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
OK RA APPROVED 2022-09-30
  • TX RA
    APPROVED
    Since 2025-11-24
  • OK RA
    APPROVED
    Since 2022-09-30

Branch Locations

2925 United Founders Blvd, Oklahoma City, OK 73112 • 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
Retirement Investment Advisors Inc Oklahoma City OK 06/2021 08/2023
Darden Restaurants Oklahoma City OK 05/2018 06/2021
Topgolf Oklahoma City OK 08/2015 01/2018
Full Time Education Oklahoma City OK 02/2018 05/2018
Retirement Investment Advisors Inc Oklahoma City OK 08/2024 Present
Retirement Investment Advisors Inc. Oklahoma City OK 08/2023 08/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-31
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
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