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Current Employers
Catalonia Wealth Management Llc

Overland Park, KS • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-05-19
  • KS RA
    APPROVED
    Since 2022-05-19

Branch Locations

Overland Park, KS • 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
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
  • 03/2022 → Present
    Roeland Park, KS
  • 04/2022 → Present
    Realko Asset Management, Llc
    Kansas City, KS
  • 07/2021 → Present
    Roeland Park, KS
  • 09/2019 → 04/2022
    Pwc
    Kansas City, KS
  • 01/2019 → 08/2019
    Unemployed
    Roeland Park, KS
  • 12/2009 → 12/2018
    Full-Time Student
    Roeland Park, KS
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-06
  • S65 Uniform Investment Adviser Law Examination
    2020-05-06

View on SEC IAPD

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