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16055 Old Forest Pt Suite 130-A, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-04 |
| CO | RA | APPROVED | 2022-01-19 |
Branch Locations
16055 Old Forest Pt Suite 130-A, Monument, CO 80132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Colorado Springs | CO | 10/2013 | 03/2020 |
| Securities America, Inc. | Colorado Springs | CO | 03/2020 | 01/2022 |
| Securities America Advisors | Colorado Springs | CO | 03/2020 | 01/2022 |
| Modern Financial Asset Management, Llc | Colorado Springs | CO | 01/2022 | Present |
| Modern Financial, Llc | Colorado Springs | CO | 07/2019 | Present |
MODERN FINANCIAL, LLC/SHANE A. SQUIBB, CFP, LLC; MANAGING MEMBER/INSURANCE AGENT; INVESTMENT RELATED; SALE OF INSURANCE PRODUCTS; SPENDS APPROX. 35 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-23 |
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