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Paul Eric Leeman

Retirement Planners Of America

Plano, TX

The Woodlands, TX

CRD 6859899

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Employer firm

Retirement Planners Of America CRD 157222

$3.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-10-13
  • TX RA
    APPROVED
    Since 2017-10-13

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

1780 Hughes Landing Blvd Suite 360, The Woodlands, TX 77381 • 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
Mmwkm Advisors, Llc Houston TX 06/2016 Present
University Of Houston Houston TX 09/2014 Present
  • 06/2016 → Present
    Mmwkm Advisors, Llc
    Houston, TX
  • 09/2014 → Present
    University Of Houston
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-13
  • S65 Uniform Investment Adviser Law Examination
    2017-10-13
Other Names
  • Paul Leeman

View on SEC IAPD

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Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

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