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Current Employers
Private Wealth Consulting, Llc

Kansas City, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-20
  • MI RA
    APPROVED
    Since 2026-03-20

Branch Locations

Beverly Hills, MI • United States

Kansas City, MO • 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
Seacrest Wealth Management, Llc Purchase NY 09/2014 Present
Private Wealth Consulting, Llc Kansas City MO 03/2026 Present
Previous Registrations
Other Businesses

Seacrest Wealth Management LLC; Yes, investment related; Purchase, NY; Registered Investment Advisor; Investment Advisor Representive; 09/2014; 2-5 hrs/ month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-30
S63 Uniform Securities Agent State Law Examination 1995-10-09
  • S65 Uniform Investment Adviser Law Examination
    2014-09-30
  • S63 Uniform Securities Agent State Law Examination
    1995-10-09

View on SEC IAPD

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