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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
311 Park Place Boulevard Suite 150, Clearwater , FL 33759 • United States
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-20 |
Branch Locations
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Management, Llc | Clearwater | FL | 05/2026 | Present |
| River Street Advisors, Llc | Aurora | IL | 06/2015 | 04/2021 |
| Old Second National Bank | Aurora | IL | 06/2015 | 04/2021 |
| Flaharty Asset Management, Llc | Clearwater | FL | 04/2021 | Present |
| Lpl Financial Llc | Clearwater | FL | 04/2021 | 05/2026 |
| Mutual Securities, Inc. | Camarillo | CA | 06/2026 | Present |
1. Modern Wealth Management, Start Date: 06/01/2026, 311 Park Place Blvd., Ste. 150, Clearwater, FL 33759, LLC, Registered Investment Advisory, Lead Advisor and Investment Specialist, My duties include trading, servicing clients, and contributing to Investment discussions, Investment Related, 200 Hours per month, 8 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-05 |
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