Robert Badger has been an investment adviser representative at Dash Acquisitions since May 2025, and is not listed among the firm’s executive officers or direct owners.
Dash Acquisitions Inc. is a Plano, TX firm with $682M under management, 433 clients and 7 advisers in one office, as of its September 2026 filing.
RJ Badger is Financial Counselor of Dash Investments. He joined the firm in 2025 and has over a decade of experience with firms across the financial sector, progressing through increasingly senior roles in financial planning, investment advisory and client relationship management. He works with high-net-worth individuals on investment, retirement and legacy planning strategies.
Robert Badger’s longest registration was 4 years at Fisher Investments (2021–2025). Before joining Dash Acquisitions in 2025, Robert Badger was registered through Fisher Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Fisher Investments– · 4 yearsPlano, TX · Adviser representative · Firm CRD 107342
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearCerritos, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Robert Badger is registered as an investment adviser representative in Texas, since May 2025.
- TexasSince 27 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 27 March 2024 |
| Series 66 | Uniform Combined State Law Examination | 27 June 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 2016 |
| Series 7 | General Securities Representative Examination | 16 February 2016 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Jonathan Badger
- CRD
- 6585284
- Firm
- Dash Acquisitions · CRD 135281
- Office
- 6275 W PLANO PKWY, SUITE 555, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dashinvestments.com
Where does Robert Badger work?
Robert Badger is an investment adviser representative registered through Dash Acquisitions Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Badger a financial advisor?
Yes. Robert Badger has a current investment-adviser registration in Texas, through Dash Acquisitions since May 2025.
How many years of experience does Robert Badger have?
Robert Badger has 10 years in the financial industry, since February 2016, across 3 adviser firms.
What exams has Robert Badger passed?
Robert Badger has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 7TO. The earliest, the Series 7, was passed in February 2016. FINRA credited Robert Badger with the SIE, which began in October 2018.
Where did Robert Badger work before Dash Acquisitions?
Before Dash Acquisitions, Robert Badger was registered through Fisher Investments, April 2021 to May 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2019 to April 2021.
Where is Robert Badger based?
Robert Badger’s registered office is in Plano, TX.
Is Robert Badger registered with FINRA?
No. Robert Badger has no current broker registration.
How can I verify Robert Badger’s record?
Search CRD 6585284 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Badger’s full registration record.
