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Current Employers
Prevail Innovative Wealth Advisors, Llc

4745 W. 136Th Street, Leawood, KS 66224 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-10-29
MO RA APPROVED 2020-10-29
  • KS RA
    APPROVED
    Since 2020-10-29
  • MO RA
    APPROVED
    Since 2020-10-29

Branch Locations

4745 W. 136 Street, Leawood, KS 66224 • United States

4745 W. 136Th Street, Leawood, KS 66224 • 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
Pruco Securities Llc Overland Park KS 03/2015 09/2016
The Prudential Insurance Company Of America Overland Park KS 03/2015 09/2016
Penn Mutual Life Insurance Company Overland Park KS 09/2016 06/2018
Hornor Townsend & Kent Inc Horsham PA 10/2016 11/2018
Prudential Financial Planning Services Overland Park KS 01/2016 09/2016
Aafp Insurance Services, Inc. Leawood KS 07/2018 Present
Prevail Innovative Wealth Advisors, Llc Leawood KS 10/2020 Present
  • 03/2015 → 09/2016
    Overland Park, KS
  • 03/2015 → 09/2016
    The Prudential Insurance Company Of America
    Overland Park, KS
  • 09/2016 → 06/2018
    Penn Mutual Life Insurance Company
    Overland Park, KS
  • 10/2016 → 11/2018
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 01/2016 → 09/2016
    Prudential Financial Planning Services
    Overland Park, KS
  • 07/2018 → Present
    Aafp Insurance Services, Inc.
    Leawood, KS
  • 10/2020 → Present
    Leawood, KS
Previous Registrations
Other Businesses

1) AMERICAN ACADEMY OF FAMILY PHYSICIANS INSURANCE SERVICES, INC."AAFP" | INVESTMENT RELATED: NO | POSITION HELD: EXECUTIVE PROGRAM ADMINISTRATOR, CORPORATE SECRETARY OF AAFP INSURANCE SERVCIES, INC | ADDRESS: 11400 TOMAHAWK CREEK PKWY, LEAWOOD, KS, 66211 | START DATE: 7/11/2018 | NATURE OF ACTIVITY: INSURANCE AGENCY | APPROX HRS PER MTH: 160 HRS | APPROX TRADING HRS PER MTH: 8 HRS | DESCRIPTION OF DUTIES: OVERSEE INSURANCE OPERATIONS, CONSULT WITH CLIENTS ON LIFE AND DISABILITY INSURANCE, AGENCY MARKETING, ADMINISTRATION. I AM ALSO AN OFFICER (SECRETARY) OF THE CORPORATION, AAFP INSURANCE SERVICES, INC. THIS ENTAILS PREPARATION AND REPORTING DUTIES FOR OUR SEMI-ANNUAL BOARD OF DIRECTORS MEETING AND I AM AN AUTHORIZED SIGNER ON THE AGENCY BANK ACCOUNTS. 2) PIWA-II, LLC - Non-voting member with limited interest. Represents PIWA-II's for certain financial services. He spends 1 hour month/week on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-02
S63 Uniform Securities Agent State Law Examination 2009-12-29
  • S65 Uniform Investment Adviser Law Examination
    2014-10-02
  • S63 Uniform Securities Agent State Law Examination
    2009-12-29
Other Names
  • Jered R Hunt

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