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10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-30 |
| MO | RA | APPROVED | 2024-08-30 |
| TX | RA | APPROVED | 2024-08-30 |
Branch Locations
Kansas City, MO • United States
851 Nw 45Th St. Ste. 106, Kansas City, MO 64116 • United States
10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windward Private Wealth Management Inc. | Kansas City | MO | 06/2024 | Present |
| Fedex Inc. | Kansas City | MO | 09/2020 | 07/2024 |
| Bh Flips Llc | Kansas City | MO | 05/2021 | 08/2024 |
| Full-Time Student | Kansas City | MO | 08/2014 | 05/2024 |
1) BH Flips LLC; Not Investment-Related; Kansas City, MO; eBay Store; Owner/Founder; 05/12/2022; 20 hours/month; 0 hours/month during securities trading hours; Duties: BH Flips LLC operates an online eBay store, where is purchases and sells (flip) items and goods for a profit. I facilitate sourcing the items, uploading them to the eBay store, handling all shipping, record keeping and all other associated business activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-27 |
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