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Kansas City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-03-23 |
| MO | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-25 |
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