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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-02 |
| MO | RA | APPROVED | 2026-01-02 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 12/2021 | 12/2025 |
| Bank Of America, N.A. | Kansas City | MO | 12/2021 | 12/2025 |
| Focus Workforce Management | Lenexa | KS | 05/2017 | 12/2017 |
| Great Plains Trust Company Of South Dakota | Sioux Falls | SD | 10/2014 | 06/2017 |
| Central Trust Company | Kansas City | MO | 03/2018 | 12/2021 |
| Prevail Innovative Wealth Advisors, Llc | Lewawood | KS | 12/2025 | Present |
Sunday Swagger Yorba Linda, CA Clothing Line Ambassador Since 08/2024 Not Investment Related Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-15 |
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