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Current Employers
Private Wealth Consulting, Llc

Kansas City, MO • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-03-23
MO RA APPROVED 2026-03-23
  • KS RA
    APPROVED
    Since 2026-03-23
  • MO RA
    APPROVED
    Since 2026-03-23

Branch Locations

Kansas City, MO • United States

Kansas City, MO • 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
Seacrest Wealth Management, Llc Kansas City MO 05/2018 Present
Enterprise Trust Company Overland Park KS 02/2013 02/2018
Private Wealth Consulting, Llc Kansas City MO 03/2026 Present
Previous Registrations
Other Businesses

Palmer Square Capital BDC Inc., Investment-Related, Mission Woods KS, BDC, Board Member, Attend Quarterly board meetings to assist BDC, 2-5 hrs/ month Seacrest Wealth Management LLC; Yes, investment related; Kansas City, MO; Registered Investment Advisor; Wealth Manager; 05/2018; 2-5 hrs/ month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-25
  • S65 Uniform Investment Adviser Law Examination
    2018-05-25

View on SEC IAPD

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