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Kansas City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
| MO | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED_RES | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Kansas City | MO | 08/2012 | Present |
| Private Wealth Consulting, Llc | Kansas City | MO | 03/2026 | Present |
Seacrest Wealth Management LLC; Yes, investment related; Kansas City, MO; Registered Investment Advisor; Wealth Advisor; 08/2012; 2-5 hrs/ month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-10 |
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