Best Investors Account Sign in
Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-08
TX RA APPROVED_RES 2024-07-01
  • TN RA
    APPROVED
    Since 2024-07-08
  • TX RA
    APPROVED_RES
    Since 2024-07-01

Branch Locations

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

9717 Cogdill Road Suite 202, Knoxville, TN 37932 • 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
C & J Wealth Advisors Knoxville TN 04/2010 06/2024
Modern Wealth Management, Llc Lenexa KS 06/2024 Present
Previous Registrations
  • 2005-02-22 → 2024-07-15
    C & J Wealth Advisors
    Oak Ridge, TN
    Knoxville, TN
  • 2004-03-24 → 2005-03-31
    Investment Planning Services, Inc.
    Oak Ridge, TN
Other Businesses

1998-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/OAK RIDGE, TN/INSURANCE AGENT/INSURANCE PRODUCTS AND SERVICES VIA UNAFFILIATED ISSUERS/MAY INVOLVE 10% OR MORE TIME EACH MONTH, INCLUDING DURING MARKET HOURS.//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-28
S63 Uniform Securities Agent State Law Examination 1998-04-08
  • S65 Uniform Investment Adviser Law Examination
    2001-03-28
  • S63 Uniform Securities Agent State Law Examination
    1998-04-08
Designations
Other Names
  • Mark King
  • J. Mark King

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor