Dylan Sales has been an investment adviser representative at Prevail Innovative Wealth Advisors since July 2024, and is not listed among the firm’s executive officers or direct owners.
Prevail Innovative Wealth Advisors, LLC is a Leawood, KS firm with $932M under management, 822 clients and 31 advisers across 3 offices, as of its September 2026 filing.
Dylan Sales’ longest registration is the current one, 2 years at Prevail Innovative Wealth Advisors since 2024. Before joining Prevail Innovative Wealth Advisors in 2024, Dylan Sales was registered through LPL Financial LLC.
- – present · 2 yearsLeawood, KS · Adviser representative · Firm CRD 288641
- LPL Financial LLC– · under a yearOmaha, NE · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Dylan Sales is registered as an investment adviser representative in 2 states. Each was approved in July 2024.
- KansasSince 15 July 2024
- MissouriSince 15 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 December 2023 |
| Series 7TO | General Securities Representative Examination | 18 November 2023 |
| SIE | Securities Industry Essentials Examination | 24 June 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dylan S Sales
- CRD
- 7328060
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Dylan Sales work?
Dylan Sales is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Sales a financial advisor?
Yes. Dylan Sales has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since July 2024.
How many years of experience does Dylan Sales have?
Dylan Sales has 2 years in the financial industry, since November 2023, across 2 adviser firms.
What exams has Dylan Sales passed?
Dylan Sales has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2023.
Where is Dylan Sales based?
Dylan Sales’ registered office is in Leawood, KS.
Is Dylan Sales registered with FINRA?
No. Dylan Sales has no current broker registration.
How can I verify Dylan Sales’ record?
Search CRD 7328060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dylan Sales’ full registration record.
