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Current Employers
Entrewealth

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-04-10
TX RA APPROVED 2026-02-23
  • KS RA
    APPROVED
    Since 2026-04-10
  • TX RA
    APPROVED
    Since 2026-02-23

Branch Locations

Austin, TX • United States

Prairie Village, 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
Cerner Corporation Kansas City MO 01/2016 05/2017
Cooper's Hawk Winery Kansas City MO 06/2017 06/2018
Spring Venture Group Kansas City MO 03/2018 01/2022
Aya Healthcare San Diego CA 02/2022 03/2024
Falcon Wealth Advisors Kansas City MO 04/2024 01/2026
Entrewealth, Llc Prairie Village KS 01/2026 Present
  • 01/2016 → 05/2017
    Cerner Corporation
    Kansas City, MO
  • 06/2017 → 06/2018
    Cooper's Hawk Winery
    Kansas City, MO
  • 03/2018 → 01/2022
    Spring Venture Group
    Kansas City, MO
  • 02/2022 → 03/2024
    Aya Healthcare
    San Diego, CA
  • 04/2024 → 01/2026
    Falcon Wealth Advisors
    Kansas City, MO
  • 01/2026 → Present
    Entrewealth, Llc
    Prairie Village, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-11
  • S66 Uniform Combined State Law Examination
    2024-07-11

View on SEC IAPD

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