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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | New Hudson | MI | 11/2008 | 05/2018 |
| J.P. Morgan Securities Llc | Plymouth | MI | 10/2012 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Okemos | MI | 01/2018 | 05/2018 |
| The Huntington Investment Company | Lansing | MI | 05/2018 | 09/2020 |
| J. D. Paletta & Associates, Llc | Paola | KS | 09/2020 | 04/2024 |
| Almanack Investment Partners | Wayne | PA | 08/2021 | 03/2023 |
| Whitaker Myers Wealth Managers | Mansfield | OH | 03/2023 | Present |
| Whitaker-Myers Wealth Managers, Ltd. | Overland Park | KS | 03/2023 | Present |
| Lexaurum Advisors, Llc | Overland Park | KS | 09/2025 | Present |
1.) PASCOLO 271 PRIVATE WEALTH MANAGEMENT; 31764 W 271st, Paola, KS 66071; 248-943-7109; START DATE: 09/2025; Owner; Financial Advisor & Wealth Coach; DESCRIPTION: Wealth coaching consultant; INVESTMENT RELATED; NUMBER OF HOURS PER MONTH: 40-50; SECURITIES TRADING HOURS: Less than 40; FINANCIAL INTEREST? Yes, Owner; HOW COMPENSATED? Consulting Fees. 2.) I coach a faith-based wealth coaching course for group and one on one coaching. I get paid per class taught or per one on one appointment. 3.) I also own a homestead farm that we operate through an LLC and primarily raise sheep for wool, meat, and dairy. We also have other animals like chickens and ducks and occasionally sell eggs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-30 |
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