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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-11-18 |
| MO | RA | APPROVED | 2020-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, Llc | Springfield | MO | 10/2020 | Present |
| Prevail Strategies, Llc | Leawood | KS | 03/2019 | Present |
| Massmutual/Synergy Wealth Solutions | Overland Park | KS | 06/2018 | 07/2021 |
| Pennmutual/Ps&G Financial Partners | Brentwood | TN | 01/2018 | Present |
| Orvis | Leawood | KS | 10/2018 | 03/2020 |
| City Of Bonner Springs | Bonner Springs | KS | 01/2005 | 01/2018 |
| Massmutual/Charter Oak Financial | Leawood | KS | 07/2021 | Present |
| Orvis | Leawood | KS | 08/2020 | 10/2020 |
Prevail Strategies, LLC: Insurance Agent, 4745 W. 136th Street, Leawood, KS 66224,03/2019 to present, selling various insurance products. 5 hours/month during trading hours. Innovative REI, LLC. Manager, Real Estate Properties, Not Investment Related, 1600 S. 44th St, Kansas City, KS, 66106 Duties include: signing checks, deposit checks, bookkeeping, select investments, monitor/manage investments. 2 hours/month during trading hours. Name of Entity: FFMJ LLC State of Domicile: Kansas Type of Business: Real Estate Investment My Ownership: 30% My Duties: Very little, but some analysis/due diligence of properties for purchase.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
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