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Current Employers
Windward Private Wealth Management Inc.

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-08-30
MO RA APPROVED 2024-08-30
TX RA APPROVED 2024-08-30
  • KS RA
    APPROVED
    Since 2024-08-30
  • MO RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2024 → Present
    Kansas City, MO
  • 09/2020 → 07/2024
    Fedex Inc.
    Kansas City, MO
  • 05/2021 → 08/2024
    Bh Flips Llc
    Kansas City, MO
  • 08/2014 → 05/2024
    Full-Time Student
    Kansas City, MO
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-27
  • S65 Uniform Investment Adviser Law Examination
    2024-07-27

View on SEC IAPD

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