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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-06-18 |
| MO | RA | APPROVED | 2021-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevail Innovative Wealth Strategies | Leawood | KS | 05/2021 | Present |
| Abbott Rapid Diagnostics - Cardiometabolic | Lake Forest | IL | 07/2012 | 03/2023 |
1) Bluebird Oxygen LLC, Chief Operative Officer, 03/2001 to Present, Non- Investment Related, Duties Include Oxygen Concentrator Rentals, Operations and Marketing Development. 11716 W 1164th Place, Overland Park, KS 66221, Hours devoted to business per month: 40hrs, O during securities trading hours. 2) Insurance Agent at Prevail Innovative Wealth Strategies, 04/2021 to Present: Investment Related, Duties Include: Offering Insurance Products and Services to Clients and Prospects. 4745 W. 136th Street, Leawood, KS 66224, Time spent on this activity - 6 1/2 hours daily during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
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