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RIA / WealthAdvisor15 years in industry

BRYAN M FARWELL

Advisor at PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

LEAWOOD, KS

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Search this name across graphsid dfx:ria:076ead44-ee1f-c9ba-aee8-00d12fce21df

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 22, 2010
First registration: Dec 23, 2010
Dual registered: no
IAPD individual key: 5726318

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Independent wealth	Jan 6, 2022	n/a	yes	LEAWOOD, KS\|LEAWOOD, KS	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Dec 31, 2021	no	OVERLAND PARK, KS	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Dec 8, 2014	Mar 1, 2019	no	LEAWOOD, KS\|MINNEAPOLIS, MN\|Overland Park, KS\|OVERLAND PARK, KS	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Apr 17, 2014	Dec 3, 2014	no	KANSAS CITY, MO	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Dec 23, 2010	May 25, 2012	no	OVERLAND PARK, KS\|LEES'S SUMMIT, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODBURY FINANCIAL SERVICES, INC.	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Dec 31, 2021	Jan 6, 2022	6	Firm change	Ibd to RIA
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
BMO HARRIS FINANCIAL ADVISORS, INC	QUESTAR ASSET MANAGEMENT, INC.	Dec 3, 2014	Dec 8, 2014	5	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	BMO HARRIS FINANCIAL ADVISORS, INC	May 25, 2012	Apr 17, 2014	692	Firm change after gap	Other

Relationships

Registered with (5)

→ PREVAIL INNOVATIVE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 6, 2022 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Dec 31, 2021factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 8, 2014 to Mar 1, 2019factForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Apr 17, 2014 to Dec 3, 2014factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Dec 23, 2010 to May 25, 2012factForm ADV

Dated events

No dated event names this entity yet.