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.

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

Jul 22, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jul 22, 2004

First registration

Mar 15, 2007

Dual registered

no

IAPD individual key

4802149

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ce0177c2-1928-9bc7-d633-396f692a0c79

First observed

Mar 15, 2007

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.