Fallon L Flaharty

Current Employers

Employment History

• 05/2026 → Present
  Modern Wealth Management, Llc
  Clearwater, FL
• 06/2023 → 08/2024
  Sageview Advisory Group
  Deer Park, IL
• 08/2019 → 06/2023
  Florida State University
  Tallahassee, FL
• 06/2022 → 07/2022
  Morton Plan Mease Health Care Foundation
  Clearwater, FL
• 08/2020 → 05/2023
  Personal Nanny
  Tallahassee, FL
• 01/2014 → 01/2017
  For The Love Of Boutique
  Belleair, FL
• 06/2015 → 05/2019
  Academy Of The Holy Names
  Tampa, FL
• 08/2024 → 05/2026
  Lpl Financial
  Clearwater, FL
• 12/2025 → Present
  Flaharty Asset Management Llc
  Clearwater, FL
• 06/2026 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Other Businesses

1. Modern Wealth Management, Start Date: 06/01/2026, 311 Park Place Blvd., Ste. 150, Clearwater, FL 33759, LLC, Wealth Management and Financial Advisory Services, Senior Advisor, Provide comprehensive wealth management, financial planning, and investment advisory services to clients, Investment Related, 250 Hours per month, 8 Hours per day during trading hours. 2. Lyra Fine Jewelry, Start Date: 04/15/2025, 20 South Pine Circle, Belleair, FL 33756, LLC, Fine jewelry design and retail sales, Founder and Owner, Design, oversee operations, manage marketing, and coordinate the sale of fine jewelry products, Not Investment Related, 90 Hours per month, 1 Hour per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-26

Other Names

• Fallon Lyra Flaharty
• Fallon Flaharty