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10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| KS | RA | APPROVED | 2018-08-10 |
| MO | RA | APPROVED | 2018-08-10 |
Branch Locations
10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States
Butler, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-10 |
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