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Annrose Nmn Isaac

Modern Wealth Management, LLC

Campbell, CA

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
CA RA APPROVED 2025-04-02
TX RA APPROVED 2025-04-01
  • CA RA
    APPROVED
    Since 2025-04-02
  • TX RA
    APPROVED
    Since 2025-04-01

Branch Locations

2105 S. Bascom Avenue Suite 110, Campbell, CA 95008 • 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
Wade Financial Advisory, Inc. Campbell CA 01/2017 03/2025
Modern Wealth Management, Llc Lenexa KS 03/2025 Present
Unemployed San Jose CA 07/2015 01/2017
  • 01/2017 → 03/2025
    Wade Financial Advisory, Inc.
    Campbell, CA
  • 03/2025 → Present
    Modern Wealth Management, Llc
    Lenexa, KS
  • 07/2015 → 01/2017
    Unemployed
    San Jose, CA
Previous Registrations
  • 2017-01-28 → 2025-03-28
    Wade Financial Advisory, Inc.
    Campbell, CA
    Campbell, CA
  • 2011-08-01 → 2015-04-23
    Modera Wealth Management, Llc
    Westwood, NJ
    Westwood, NJ
Designations
Other Names
  • Annrose Francis

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · CAMPBELL, CA
MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
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