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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-04-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Barber Financial Group | Lenexa | KS | 02/2016 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 08/2016 | Present |
| Modern Wealth Management, Llc | Lenexa | KS | 04/2023 | Present |
1. Modern Wealth Management, LLC., Start Date: 04/24/2023, 13550 W 95th St., Lenexa KS 66215, LLC, RIA, Lead Advisor, Investment Advisor Representative of MWM, Investment Related, 80 Hours per month, 30 Minutes per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-30 |
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