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Advisor at RETIREMENT PLANNERS OF AMERICA
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | May 31, 2022 | n/a | yes | PLANO, TX | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Sep 15, 2016 | May 26, 2022 | no | HIAWATHA, IA|PLANO, TX|WICHITA, KS|LITTLE ROCK, AR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | RETIREMENT PLANNERS OF AMERICA | May 26, 2022 | May 31, 2022 | 5 | Firm change | Ibd to RIA |