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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
1405 W Main Street, Boise, ID 83702 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petso Financial Consultants Llc | Boise | ID | 05/2009 | 10/2024 |
| Mutual Securities, Inc. | Camarillo | CA | 01/2016 | 12/2017 |
| Modern Wealth Management | Lenexa | KS | 10/2024 | Present |
1. Marathon Tax, LLC, Start: 01/01/2010, 1405 W. Main Street Boise, ID 83702, Income Tax Preparation/Owner, Not investment-related, 20 hours per month, 0 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
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