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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-06-01 |
| MO | RA | APPROVED | 2021-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lawing Financial Inc. | Overland Park | KS | 06/1998 | 06/2017 |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2010 | 07/2017 |
| Prevail Innovative Wealth Advisors | Leawood | KS | 04/2021 | Present |
| Prevail Strategies Llc | Leawood | KS | 06/2017 | Present |
1. PREVAIL STRATEGIES LLC - MINORITY OWNER/VICE PRESIDENT/ INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 6/2017 TO PRESENT. 4745 W. 136TH STREET, LEAWOOD, KS, 66224. INVESTMENT RELATED - 50/WK. THROUGH THE OWNERSHIP INTEREST OF PREVAIL STRATEGIES LLC, HEATHER HAS INDIRECT OWNERSHIP OF PREVAIL INNOVATIVE WEALTH ADVISORS, LLC AND PREVAIL INNOVATIVE REAL ESTATE OPPORTUNITIES, LLC. 2. INSURANCE AGENT - 4745 W. 136TH STREET, LEAWOOD, KS, 66224. 01/2006 TO PRESENT. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVCIES TO CLIENTS AND PROSPECTS. INVESTMENT RELATED - 50/WK. 3. ZURI KC, LLC - VILLAGE OF LOCH LLOYD, MO, 07/2020 TO PRESENT, DUTIES INCLUDE OWNER/MEMBER. RECEIVES FIXED LIFE INSURANCE AND DISABILITY COMPENSATION TO HELP MANAGE HOME OFFICE, MANAGE EXPENSES AND PAYROLL. INVESTMENT RELATED - 3/WK. 4. CADEN BLAKE, LLC - VILLAGE OF LOCH LLOYD, MO, 08/2020 TO PRESENT, DUTIES INCLUDE OWNER/MEMBER, PERSONAL HOUSEHOLD LLC. NON-INVESTMENT RELATED - 2/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-22 |
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