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7900 College Blvd., Suite 140, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-14 |
| KS | RA | APPROVED | 2024-05-01 |
Branch Locations
7900 College Blvd., Suite 140, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Planning Group, Inc. | Overland Park | KS | 02/2004 | 01/2021 |
| Blooom, Inc. | Overland Park | KS | 03/2013 | 09/2023 |
| Yukon Wealth Management | Overland Park | KS | 02/2024 | 03/2024 |
| Morgan Stanley | Purchase | NY | 11/2022 | 09/2023 |
| Self Employed | Overland Park | KS | 10/2023 | 11/2023 |
| Curtis Capital Advisors | Overland Park | KS | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-24 |
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