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Alexandra Kiley Kurth Garden

Pcg Wealth Management

Overland Park, KS

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Current Employers
Pcg Wealth Management

5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-11-27
TX RA APPROVED 2018-01-10
KS RA APPROVED 2018-01-02
  • NE RA
    APPROVED
    Since 2019-11-27
  • TX RA
    APPROVED
    Since 2018-01-10
  • KS RA
    APPROVED
    Since 2018-01-02

Branch Locations

5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Leawood KS 05/2011 12/2016
Various Insurance Carriers For W & R Insurance Agencies Leawood KS 07/2011 12/2016
Alexandra Kurth And Associates Llc Lees Summit MO 06/2013 Present
Alexandra Kurth Blue Springs MO 06/2016 Present
Alexandra Kurth Properties Llc Leawood KS 06/2016 Present
Lpl Financial, Llc Overland Park KS 01/2017 Present
V Wealth Advisors Llc Overland Park KS 01/2017 12/2017
Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management) Overland Park KS 01/2018 03/2018
Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management) Overland Park KS 03/2018 Present
  • 05/2011 → 12/2016
    Waddell & Reed Inc
    Leawood, KS
  • 07/2011 → 12/2016
    Various Insurance Carriers For W & R Insurance Agencies
    Leawood, KS
  • 06/2013 → Present
    Alexandra Kurth And Associates Llc
    Lees Summit, MO
  • 06/2016 → Present
    Alexandra Kurth
    Blue Springs, MO
  • 06/2016 → Present
    Alexandra Kurth Properties Llc
    Leawood, KS
  • 01/2017 → Present
    Lpl Financial, Llc
    Overland Park, KS
  • 01/2017 → 12/2017
    V Wealth Advisors Llc
    Overland Park, KS
  • 01/2018 → 03/2018
    Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management)
    Overland Park, KS
  • 03/2018 → Present
    Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management)
    Overland Park, KS
Previous Registrations
  • 2017-01-05 → 2017-12-31
    V Wealth Advisors Llc
    Overland Park, KS
    Overland Park, KS
  • 2011-08-05 → 2017-01-06
    Waddell & Reed
    Shawnee, KS
    Scottsdale, AZ
    Kansas City, MO
Other Businesses

1. 01/05/2017 - ALEXANDRA KURTH AND ASSOCIATES LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 1%/ LEAWOOD, KS 2. 9/7/2017 - CRUMP and Insurance Designers of Kansas City - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/06/2017 - Agent - 40 Hours Per Month/2 Hours During Securities Trading. 3. 12/4/2017 - PCG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2018 - 10 Hours Per Month During Securities Trading. 4. 1/4/2018 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2018 - 15 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 1/4/2018 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/2018 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/14/2024 - Alexandra Kurth Properties LLC/ REAL ESTATE RENTAL - Owner/ Blue Springs, MO - Investment Related - Start Date 06/22/2016 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-04
  • S66 Uniform Combined State Law Examination
    2011-08-04
Designations
Other Names
  • Alexandra Kiley Kurth Garden
  • Alexandra Kiley Kurth
  • Alexandra Kurth

View on SEC IAPD

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