Best Investors
Account
Sign in
Best Investors
Account
Sign in
Retirement Planners Of America CRD 157222
$3.59B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
757 North Eldridge Parkway Two Eldgridge, Suite 1250, Houston, TX 77079 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texture | Houston | TX | 01/2024 | 07/2024 |
| Retirement Planners Of America | Houston | TX | 08/2024 | Present |
| Texas Corrugators | Austin | TX | 07/2022 | 01/2024 |
| Metropolitan Capital Advisors | Dallas | TX | 06/2016 | 12/2019 |
| Agi | Houston | TX | 01/2020 | 06/2021 |
| Athena Manufacturing | Austin | TX | 07/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-04 |
Reach out to this advisor