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Current Employers
Windward Private Wealth Management Inc.

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-04
KS RA APPROVED 2018-08-10
MO RA APPROVED 2018-08-10
  • TX RA
    APPROVED_RES
    Since 2023-10-04
  • KS RA
    APPROVED
    Since 2018-08-10
  • MO RA
    APPROVED
    Since 2018-08-10

Branch Locations

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Butler, MO • 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
Windward Private Wealth Management, Inc. Kansas City KS 06/2013 08/2017
Windward Private Wealth Management, Inc. Kansas City KS 08/2017 05/2021
Windward Private Wealth Management, Inc. Kansas City KS 06/2021 Present
Brandy Ward Photography Butler MO 06/2020 10/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-10
  • S65 Uniform Investment Adviser Law Examination
    2018-08-10
Other Names
  • Brandy Kyan Crist

View on SEC IAPD

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