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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-05 |
| MO | RA | APPROVED | 2024-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Overland Park | KS | 05/2017 | 08/2017 |
| U.S. Army | Multiple | MO | 01/1997 | 09/2017 |
| The Prudential Insurance Company Of America | Overland Park | KS | 06/2017 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | 09/2021 |
| Infinitas | Overland Park | KS | 08/2017 | 08/2021 |
| Normandy Investment Advisors | Leawood | KS | 09/2021 | 12/2024 |
| Prevail Innovative Wealth Advisors, Llc | Leawood | KS | 12/2024 | Present |
INSURANCE LICENSED LIFE AND HEALTH HEART OF AMERICA CHAPTER MILITARY OFFICERS ASSOCIATION OF AMERICA FIRST VICE PRESIDENT SINCE 12/2017 NOT INVESTMENT RELATED MAGELLAN FEDERAL PERSONAL FINANCIAL COUNSELOR SINCE 01/2024 NOT INVESTMENT RELATED GREATER KANSAS CITY CHAPTER OF THE ASSOCIATION OF THE U.S. ARMY VOLUNTEER SINCE 07/2025 NOT INVESTMENT RELATED KANSAS CITY REGION OF THE PORSCHE CLUB OF AMERICA BOARD MEMBER SINCE 07/2025 NOT INVESTMENT REALTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-20 |
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