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Diversified Wealth Advisors, LLC CRD 311903
$138M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-07-18 |
| MO | RA | APPROVED | 2022-07-18 |
| TX | RA | APPROVED_RES | 2022-07-18 |
Branch Locations
1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Successful Retirement Inc. | Kansas City | MO | 01/1997 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 11/2015 | 03/2018 |
| Taylor Captial Management Inc. | Woodstock | GA | 02/2018 | 08/2019 |
| Madison Avenue Securities, Llc | San Diego | CA | 08/2019 | 12/2020 |
| Diversified Wealth Advisors, Llc | Kansas City | MO | 11/2020 | Present |
| Diversified Wealth Advisors, Llc | Kansas City | MO | 07/2022 | Present |
NAME: SUCCESSFUL RETIREMENT, INC.; INV RELATED: YES; ADDRESS: 1251 NW BRIARCLIFF PKWY, #140, KANSAS CITY, MO 64116; NATURE: AGENCY IN WHICH INSURANCE BUSINESS IS CONDUCTED; POSITION: OWNER/AGENT; START DATE: 01/1997; HOURS/MONTH: 60; TRADING HOURS/MONTH: 20; DUTIES: OWNER/AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-01 |
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