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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-07-15 |
| MO | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omaha Burke High School | Omaha | NE | 08/2015 | 05/2019 |
| Bakers Grocery Store | Omaha | NE | 12/2016 | 08/2017 |
| Brother Sebastians Steakhouse | Omaha | NE | 10/2017 | 12/2018 |
| Texas Roadhouse | Omaha | NE | 12/2017 | 01/2023 |
| Peru State College | Peru | NE | 08/2019 | 12/2021 |
| University Of Nebraska Omaha | Omaha | NE | 01/2022 | 05/2023 |
| Vintage Financial Group | Omaha | NE | 10/2020 | 07/2024 |
| Lpl Financial | Omaha | NE | 09/2023 | 07/2024 |
| Prevail Innovative Wealth Advisors, Llc | Leawood | KS | 07/2024 | Present |
INSURANCE LICENSED LIFE AND HEALTH PIWA-II, LLC - Non-voting member with limited interest. Represents PIWA-II's for certain financial services. He spends 1 hour month/week on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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