PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID J ROBERTS

Welfare broker

DAVID J ROBERTS

Mailing address (most recent filing)

167 NEVINS ROAD

HENRIETTA, NY 14467

Total comp: $511
Commissions: $482
Fees: $29
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for DAVID J ROBERTS.

No sponsors where DAVID J ROBERTS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID J ROBERTS

Welfare broker

DAVID J ROBERTS

Mailing address (most recent filing)

167 NEVINS ROAD

HENRIETTA, NY 14467

Total comp: $511
Commissions: $482
Fees: $29
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for DAVID J ROBERTS.

No sponsors where DAVID J ROBERTS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms