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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-27 |
| KS | RA | APPROVED | 2004-02-17 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • 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 | Present |
| Blooom, Inc. | Leawood | KS | 03/2013 | 01/2018 |
GRISWOLD LLC, LEAWOOD, KS - NOT INVESTMENT RELATED. POSITION: PARTNER, INVESTMENT IN REAL ESTATE PROPERTY. START DATE: May 2015. APPROXIMATELY 1 HR. PER MONTH, NONE DURING TRADING HOURS. COMMERCE VENTURES, SAN FRANCISCO, CA, INVESTMENT-RELATED, POSITION: INVESTOR, PROVIDE FUNDING AND ADVICE TO STARTUP COMPANIES, START DATE: 09/2019; 0 HRS/MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-30 |
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