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4745 W. 136Th Street, Leawood, KS 66224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-26 |
| MO | RA | APPROVED | 2024-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, Llc | Leawood | KS | 06/2024 | Present |
| Omaha Public Schools | Omaha | NE | 04/2023 | 03/2024 |
| University Of Nebraska Omaha | Omaha | NE | 08/2022 | 05/2024 |
| University Of Nebraska Omaha | Omaha | NE | 08/2021 | 05/2024 |
| Student | Belton | MO | 01/2014 | 05/2021 |
PIWA-II, LLC - Non-voting member with limited interest. Represents PIWA-II's for certain financial services. She spends 1 hour month/week on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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