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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-01-27 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, Llc | Leawood | KS | 10/2020 | Present |
| Prevail Strategies, Llc | Leawood | KS | 07/2019 | Present |
| Ohio National | Cincinnati | OH | 07/2019 | 04/2021 |
| Guardian Life | New York | NY | 01/2017 | 07/2019 |
| Brokerage Insurance Agent | Independence | MO | 09/2014 | 01/2017 |
| Shark Bar | Kansas City | MO | 10/2014 | 01/2017 |
| Massmutual | Leawood | KS | 04/2021 | Present |
1) INSURANCE AGENT AT PREVAIL STRATEGIES, LLC - 07/2019 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 4745 W. 136ST, LEAWOOD, KS 66224. TIME SPENT ON THIS ACTIVITY - 6 1/2 HOURS DAILY DURING TRADING HOURS. 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. 3) Kansas City Pet Project - Non-profit animal shelter - Director and Treasurer for the Board of Directors - Since 10/2025 - Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-16 |
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