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Martin Llewellyn Hopkins

Modern Wealth Management, LLC

Annapolis, MD

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
TX RA APPROVED 2024-05-17
  • MD RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-05-17

Branch Locations

Annapolis, MD • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hopkins Investment Management, Llc Annapolis MD 11/2008 07/2021
Wealth Management Solutions Annapolis MD 07/2021 05/2024
Modern Wealth Management, Llc Lenexa KS 05/2024 Present
  • 11/2008 → 07/2021
    Hopkins Investment Management, Llc
    Annapolis, MD
  • 07/2021 → 05/2024
    Wealth Management Solutions
    Annapolis, MD
  • 05/2024 → Present
    Lenexa, KS
Previous Registrations
  • 2021-07-01 → 2024-08-07
    Wealth Management Solutions
    Annapolis, MD
    Annapolis, MD
    Fulton, MD
    Charleston, SC
    Princeton, NJ
  • 2003-11-18 → 2021-07-20
    Hopkins Investment Management, Llc.
    Annapolis, MD
    Centreville, VA
Other Businesses

1. HOPKINS CAPITAL PARTNERS GP, LLC. Manager of general partner of private fund, an investment-related business. The address is 1731 River Road, Annapolis, MD 21409. Start date was 2015. HOURS NOT MUTUALLY EXCLUSIVE TO ACTIVITY. OVERSEE DAILY OPERATIONS OF GENERAL PARTNER TO THE FUND. Chairman and majority shareholder of DANIEL

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-06
S65 Uniform Investment Adviser Law Examination 1998-05-06
  • S63 Uniform Securities Agent State Law Examination
    1998-05-06
  • S65 Uniform Investment Adviser Law Examination
    1998-05-06
Designations

View on SEC IAPD

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