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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-03 |
| PA | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2024-05-17 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
165 Pottstown Pike, Chester Springs, PA 19425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Solutions Llc | Exton | PA | 11/2015 | 05/2024 |
| Mutual Securities, Inc. | Camarillo | CA | 11/2015 | 12/2017 |
| Modern Wealth Management | Lenexa | KS | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
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