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Advisor at UNITY FINANCIAL PLANNING GROUP LLC
Lawrence, KS | KENNESAW, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| UNITY FINANCIAL PLANNING GROUP LLC | State registered | May 1, 2026 | n/a | yes | Lawrence, KS|KENNESAW, GA | Current employment |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Oct 3, 2025 | Nov 24, 2025 | no | Overland Park, KS|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | UNITY FINANCIAL PLANNING GROUP LLC | Nov 24, 2025 | May 1, 2026 | 158 | Firm change | Ibd to state RIA |