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5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-11-27 |
| TX | RA | APPROVED | 2018-01-10 |
| KS | RA | APPROVED | 2018-01-02 |
Branch Locations
5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-04 |
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