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RIA / WealthAdvisor13 years in industry

JORDAN MICHAEL ROACH

Advisor at RETIREMENT PLANNERS OF AMERICA

PLANO, TX

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Search this name across graphsid dfx:ria:405da4a1-9e6e-e36b-322d-4723c07a992d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 6, 2014 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RETIREMENT PLANNERS OF AMERICA
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 21, 2013
First registration: May 6, 2014
Dual registered: no
IAPD individual key: 6138878

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Jul 11, 2022	n/a	yes	PLANO, TX	Current employment
BLACK KNIGHT WEALTH MANAGEMENT, LLC	Independent wealth	Feb 5, 2021	Nov 9, 2022	no	FRISCO, TX\|Celina, TX	Previous registration
RETIREMENT PLANNERS OF AMERICA	Independent wealth	May 10, 2018	Feb 18, 2021	no	PLANO, TX	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	May 6, 2014	Apr 19, 2018	no	DALLAS, TX\|Frisco, TX\|Celina, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLACK KNIGHT WEALTH MANAGEMENT, LLC	RETIREMENT PLANNERS OF AMERICA	Nov 9, 2022	Jul 11, 2022	-121	Firm change after gap	RIA to RIA
RETIREMENT PLANNERS OF AMERICA	BLACK KNIGHT WEALTH MANAGEMENT, LLC	Feb 18, 2021	Feb 5, 2021	-13	Firm change	RIA to RIA
EAGLE STRATEGIES LLC	RETIREMENT PLANNERS OF AMERICA	Apr 19, 2018	May 10, 2018	21	Firm change	Ibd to RIA

Relationships

Registered with (3)

→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: previous registration
May 10, 2018 to Feb 18, 2021factForm ADV
→ BLACK KNIGHT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 5, 2021 to Nov 9, 2022factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
May 6, 2014 to Apr 19, 2018factForm ADV

Dated events

Occurred
Nov 9, 2022
Advisor changed firm
Jordan Michael Roach left Black Knight Wealth Management, Llc for Retirement Planners Of America (registered 2022-07-11)
Form ADVobserved 4 days ago