Unclaimed Profile

Gregory Smith

BLOOOM, INC.·LEAWOOD, Kansas

Series 3, Series 7, Series 55, Series 63, Series 65Clean record9 years registeredBLOOOM, INC.

5325 W. 115TH PLACE, LEAWOOD, KS 66211CRD# 4438607Firm CRD# 168604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Smith · LEAWOOD, KS

Registration

CRD #4438607 · BLOOOM, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLOOOM, INC.

BLOOOM, INC.

Mar 2017 – Apr 2017

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · March 18, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLOOOM, INC.

CRD 168604 · SEC 801-78556

Employees

Total firm employees

Services offered by BLOOOM, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BLOOOM, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Smith offer?

Gregory Smith specializes in Investment Management.

What are Gregory Smith's credentials?

Gregory Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Smith located?

Gregory Smith is based in LEAWOOD, Kansas, last registered with BLOOOM, INC..

How does Gregory Smith charge for services?

Gregory Smith's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLOOOM, INC.?

BLOOOM, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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