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Overland Park, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catalonia Wealth Management, Llc | Roeland Park | KS | 03/2022 | Present |
| Realko Asset Management, Llc | Kansas City | KS | 04/2022 | Present |
| Catalonia Wealth Management, Llc | Roeland Park | KS | 07/2021 | Present |
| Pwc | Kansas City | KS | 09/2019 | 04/2022 |
| Unemployed | Roeland Park | KS | 01/2019 | 08/2019 |
| Full-Time Student | Roeland Park | KS | 12/2009 | 12/2018 |
Name: Realko Asset Management, LLC Investment related: Yes Address: Kansas City, KS Nature: Real estate management company Position/Title: Financial Analyst Start: 04/2022 Hours: 120 during securities trading: 100 Duties: Financial analyst for real estate management company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-06 |
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