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Kansas City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-20 |
Branch Locations
Beverly Hills, MI • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Purchase | NY | 09/2014 | Present |
| Private Wealth Consulting, Llc | Kansas City | MO | 03/2026 | Present |
Seacrest Wealth Management LLC; Yes, investment related; Purchase, NY; Registered Investment Advisor; Investment Advisor Representive; 09/2014; 2-5 hrs/ month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-09 |
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