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3 W 63Rd Street Suite 120, Kansas City, MO 64113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-25 |
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-12-13 |
| LA | RA | APPROVED | 2020-01-08 |
| KS | RA | APPROVED | 2014-10-17 |
| MO | RA | APPROVED | 2014-09-11 |
Branch Locations
3 W 63Rd Street Suite 120, Kansas City, MO 64113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas City Private Wealth Management, Llc | Kansas City | MO | 07/2014 | Present |
1) Managing Member and owner of Kauffman Properties LLC, a Kansas City, MO rental property holding company, a position held since 6/2015, representing approximately 10 hours per month. 2) Managing Member and minority owner of BKS Partners LLC, a Kansas City MO commercial property holding company, a position held since 5/2015, representing approximately 1-2 hours per month. 3) Managing Member and minority owner Wheeler Homes, LLC, a Kansas City MO residential property holding company, a position held since 1/2018, representing approximately 1-2 hours per month. 4) Managing Member and minority owner of Butterfly Housing LLC, a Kansas City MO residential property holding company, a position held since 3/2022, representing approximately 1-2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-28 |
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