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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 | 2022-04-29 |
| MO | RA | APPROVED | 2022-04-29 |
Branch Locations
10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States
Kansas City, MO • United States
851 Nw 45Th Street Suite 106, Kansas City, MO 64116 • United States
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 |
|---|---|---|---|---|
| Windward Private Wealth Management | Overland Park | KS | 06/2021 | Present |
| Indian Foothills Golf Course | Marshall | MO | 08/2020 | 04/2021 |
| Stonehedge Bar And Grill | Marshall | MO | 08/2019 | 08/2020 |
| Indian Foothills Golf Course | Marshall | MO | 05/2017 | 08/2017 |
| Missouri Valley College | Marshall | MO | 08/2017 | 05/2021 |
| Harrah's Kansas City | North Kansas City | MO | 11/2018 | 05/2019 |
| Indian Foothills Golf Course | Marshall | MO | 05/2019 | 08/2019 |
| Indian Foothills Golf Course | Marshall | MO | 05/2018 | 08/2018 |
| Common Good Natural Living | Marshall | MO | 08/2017 | 05/2018 |
| Marshall Cinema | Marshall | MO | 05/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
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