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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-09-03 |
| TX | RA | APPROVED_RES | 2021-08-31 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1240 Pawtucket Ave 2Nd Floor, Rumford, RI 02916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Transitions Group Llc, Dba Retirement Freedom Team | Rumford | RI | 07/2012 | Present |
| Changepath, Llc | Leawood | KS | 08/2021 | Present |
1. FINANCIAL TRANSITIONS GROUP, LLC; NOT INVESTMENT RELATED; 1240 PAWTUCKET AVE, 2nd FL, RUMFORD, RI 02916; HOLDING COMPANY; OWNER; SINCE 07/2012; APX 1 HOUR PER MONTH ALL OF WHICH ARE DURING TRADING HOURS. 2. ROBIN HOFHEINZ (DBA - RETIREMENT FREEDOM TEAM); INVESTMENT RELATED; 1240 PAWTUCKET AVE, 2nd FL, RUMFORD, RI 02916; LIFE INSURANCE AND ANNUITY SALES; OWNER & AGENT; SINCE 07/2012; APX 160 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-05 |
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