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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-01-06 |
| MO | RA | APPROVED | 2022-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2014 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 12/2014 | 03/2019 |
| Woodbury Financial Services, Inc. | Overland Park | KS | 03/2019 | 12/2021 |
| Prevail Innovative Wealth Advisors | Leawood | KS | 01/2022 | Present |
| Prevail Strategies, Llc | Leawood | KS | 01/2022 | Present |
1) INSURANCE AGENT - 1/2018 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 20 HRS/MONTH ON THIS ACTIVITY, 15 HRS/MONTH DURING TRADING HOURS. 4745 W 136TH STREET, LEAWOOD, KS 66224. 2) PHB REALTY COMPANY, LLC, DBA BETTER HOMES AND GARDENS REAL ESTATE KANSAS CITY HOMES - REALTOR. NOT INVESTMENT RELATED. REFER ALL REAL ESTATE BUSINESS AND DUTIES TO SPOUSE. NO TIME SPENT ON THIS ACTIVITY. 3740 W 106TH STREET, LEAWOOD, KS 66206.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-22 |
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