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Thomas Conrad Woolwine

Demarche

Overland Park, KS

Demarche

Merriam, KS

CRD 2600807

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Employer firm

Demarche CRD 145851

$228M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Demarche

10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-12-03
  • KS RA
    APPROVED
    Since 2018-12-03

Branch Locations

10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564 • United States

Demarche

10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 1995-03-15
  • KS RA
    APPROVED
    Since 1995-03-15

Branch Locations

6700 Antioch Road Suite 420, Merriam, KS 66204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Demarche Associates, Inc Overland Park KS 08/1986 Present
Discretionary Management Services Overland Park KS 10/2007 Present
  • 08/1986 → Present
    Demarche Associates, Inc
    Overland Park, KS
  • 10/2007 → Present
    Discretionary Management Services
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-10
  • S65 Uniform Investment Adviser Law Examination
    1995-03-10
Other Names
  • Tom Woolwine

View on SEC IAPD

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