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16660 Dallas Parkway Suite 2200, Dallas, TX 75248-2612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-27 |
Branch Locations
16660 Dallas Parkway Suite 2200, Dallas, TX 75248 • UNITED STATES
16660 Dallas Parkway Suite 2200, Dallas, TX 75248-2612 • United States
16051 Addison Road Suite 205, Dallas, TX 75001 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Worth Financial Group Inc. | Dallas | TX | 01/2017 | Present |
| Retirement Plan.cOm, Llc | Addison | TX | 12/2013 | Present |
RETIREMENT PLANS.COM, LLC NON INVESTMENT RELATED 16051 ADDISON RD STE 205 ADDISON TX 75001 POSITION: OWNER START DATE: DECEMBER 2013 HOURS/WEEK: 20 DUTIES: ADMINISTRATION OF RETIREMENT PLANS ROBERT E. WIRTH NON INVESTMENT RELATED 16051 ADDISON RD STE 310 ADDISON TX 75001 TRADITIONAL LIFE HEALTH & DISABILITY INSURANCE SALES START DATE: OCTOBER 1974 HOURS/WEEK:10 DUTIES: MARKETING, SERVICE & SALES OF LIFE, HEALTH & DISABILITY INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-09 |
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