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17250 Dallas Parkway, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED | 2008-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Advisors, Llc | Dallas | TX | 06/2008 | Present |
PRESIDENT OF RETIREMENT ADVISORS, LLC-OWNER-INVESTMENT ADVISORY AND PENSION CONSULTING-INVESTMENT RELATED-SINCE 2008. ALSO HAS GENERAL LINES AGENT INSURANCE LICENSE FOR INSURANCE SALES ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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