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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2002-12-17 |
Branch Locations
29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2000 | Present |
| Retirement Plan Advisors, Llc | Chicago | IL | 02/2000 | Present |
| Retirement Plan Advisors, Inc | Chicago | IL | 10/2000 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) RETIREMENT PLAN ADVISORS, LLC 105 WEST ADAMS ST, SUITE 2175 CHICAGO, IL 60603 REGISTERED INVESTMENT ADVISER THAT MANAGES CLIENT ASSETS AND PREPARES FINANCIAL PLANS FOR A FEE. 3) RETIREMENT PLAN ADVISORS GROUP INC, 105 W ADAMS ST STE 2175, CHICAGO, IL, 02/25/2022, BOARD MEMBER, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL-2HR/MO- 2HR/TRADING. 4) THE ANCONA SCHOOL / 4747 S Dorchester Ave, Chicago IL 60615 / 03/01/2022 / NIR / CO-CHAIR OF INSTITUTIONAL ADVACEMENT COMITTEE - HELPS RAISE MONEY FOR SON'S SCHOOL / 5 HR/MO - 2 HR/MO TRADING 5) RETIREMENT PLAN ADVISORS HOLDINGS, INC. / 105 W Adams, Suite 2175, Chicago IL 60603 / 01/01/2022 / NIR / OWNER - Retirement Plan Advisors Holdings, Inc. is a member of Retirement Plan Advisors Group, LLC / 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-10 |
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