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Kansas City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-24 |
| MO | RA | APPROVED | 2024-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gourley Group, Llc | Gladstone | MO | 04/2018 | Present |
| Park Hill School District | Kansas City | MO | 08/2012 | 08/2020 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 03/2021 | 05/2022 |
| An Exceptional Life Financial | Indianapolis | IN | 05/2022 | 04/2024 |
| K-12 Planning, Llc | Gladstone | MO | 04/2024 | Present |
David Gourley is 100% owner, CEO, and a Consultant at The Gourley Group LLC, where he provides financial coaching and consulting to school districts and individuals on financial wellness, and Student Loan Consultation to individuals. This is not an advisory service and is not investment-related. Clients of K-12 Planning are not involved in, nor are they solicited to participate in this outside business activity. The Gourley Group LLC was established in 04/2018 and is located at 1705 NE 67th St., Gladstone, MO 64118. Mr. Gourley devotes less than 5 hours per month to this activity, none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-06 |
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