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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-12-01 |
| MO | RA | APPROVED | 2020-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, Llc | Leawood | KS | 10/2020 | Present |
| Prevail Strategies, Llc | Leawood | KS | 10/2017 | Present |
| Premier National Benefits | Overland Park | KS | 04/2011 | 06/2017 |
| Unemployed | Olathe | KS | 06/2017 | 10/2017 |
| Prevail Real Estate Opportunities | Leawood | KS | 03/2021 | Present |
1) INSURANCE AGENT AT PREVAIL STRATEGIES, LLC - 10/2017 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 4745 W. 136TH STREET, LEAWOOD, KS 66224. 2) MEMBER & 10% OWNERSHIP OF PREVAIL REAL ESTATE OPPORTUNITIES, LLC, 03/2021 TO PRESENT, INVESTMENT RELATED, DUTIES INCLUDE REVIEWING POTENTIAL REAL ESTATE TRANSACTIONS. 10 HRS/WEEK SPENTON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-11 |
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