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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-12-11 |
| MO | RA | APPROVED | 2020-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Program Partners, Llc. | Leawood | KS | 06/2010 | Present |
| Lf Wealth Advisors, Llc | Springfield | MO | 10/2020 | Present |
| Prevail Innovation Wealth Strategies | Leawood | KS | 10/2020 | Present |
1) INSURANCE AGENT AT PREVAIL INNOVATIVE WEALTH STRATEGIES - 10/2020 TO PRESENT, INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 4745 W. 136TH STREET, LEAWOOD, KS 66224. 2) AFFINITY PROGRAM PARTNERS, LLC - 07/2011 TO PRESENT, NON INVESTMENT RELATED, DUTIES INCLUDE: OWNER & AGENT, OFFER INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 13725 PEMBROKE CIRCLE, LEAWOOD, KS, 66224. 3) PIWA-II, LLC - Non-voting member with limited interest. Represents PIWA-II's for certain financial services. He spends 1 hour month/week on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
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