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5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • 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 |
|---|---|---|---|---|
| Retirement Planners Of America | Plano | TX | 04/2011 | 10/2025 |
| Nexus One Financial Advisors Llc | Plano | TX | 10/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-21 |
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