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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
| IA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | 08/2023 |
| Midwest Financial | Glidden | IA | 01/2014 | 12/2023 |
| Modern Wealth Management | Lenexa | KS | 09/2023 | Present |
1) Jeremiah and Dana Johnson Farms. Not Investment Related. 190 170th Street, Scranton, IA 51462. Farming. Owner/Operator. 01/2017. 10 Hrs/Mo; 0 During Trading Hours. Feed and Water Livestock, Plant and Harvest Grain. 2) Life Insurance Production. Investment Related. 706 Montana St, PO Box 309, Glidden, IA 51443. Life Insurance. Agent. 01/2018. 10 Hrs/Mo; 2 Hrs During Trading Hours. Quote Term or Whole Life Insurance. Place Life Insurance. 3) HAGGAI LODGE 369. NOT INVESTMENT RELATED. 410 IDAHO ST, GLIDDEN, IA 51413. SECRETARY. START DATE 1/2020. 4 HOURS PER MONTH, NO HOURS DURING TRADING. SECRETARIAL DUTIES. 4) Lil Wildcat Education. Not Investment Related. 602 Idaho Street, Glidden IA 51443. Day Care/Education. VP. Start 4/2020. 10 hours per month, none during trading. Sit on the board to get daycare up and running.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-21 |
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