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Montel Hollis Hawkins

Modern Wealth LLC

Chandler, AZ

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Current Employers
Modern Wealth Llc

3133 W Frye Road Suite 101, Chandler, AZ 85226 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-28
CA RA APPROVED 2024-05-31
AZ RA APPROVED 2024-05-30
  • TX RA
    APPROVED_RES
    Since 2025-03-28
  • CA RA
    APPROVED
    Since 2024-05-31
  • AZ RA
    APPROVED
    Since 2024-05-30

Branch Locations

3133 W Frye Road Suite 101, Chandler, AZ 85226 • 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
Mga Business Consulting Phoenix AZ 09/2015 11/2016
Partech, Kiviteapp Phoenix AZ 02/2017 04/2018
People Ready Tempe AZ 11/2020 10/2021
Renaissance Marriott Phoenix AZ 10/2021 12/2022
Terra Wealth Management, Llc Phoenix AZ 01/2023 05/2024
Woz-U Scottsdale AZ 08/2019 10/2020
People Ready Tempe AZ 08/2018 07/2019
Dhl Express Tempe AZ 03/2018 07/2018
Preople Ready Tempe AZ 11/2016 02/2017
Hampton University / Arizona State University Tempe AZ 08/2012 06/2017
Thompson Financial Group Gilbert AZ 10/2019 09/2022
Terrawealth Gilbert AZ 09/2022 05/2024
Modern Wealth Llc Chandler AZ 05/2024 Present
  • 09/2015 → 11/2016
    Mga Business Consulting
    Phoenix, AZ
  • 02/2017 → 04/2018
    Partech, Kiviteapp
    Phoenix, AZ
  • 11/2020 → 10/2021
    People Ready
    Tempe, AZ
  • 10/2021 → 12/2022
    Renaissance Marriott
    Phoenix, AZ
  • 01/2023 → 05/2024
    Terra Wealth Management, Llc
    Phoenix, AZ
  • 08/2019 → 10/2020
    Woz-U
    Scottsdale, AZ
  • 08/2018 → 07/2019
    People Ready
    Tempe, AZ
  • 03/2018 → 07/2018
    Dhl Express
    Tempe, AZ
  • 11/2016 → 02/2017
    Preople Ready
    Tempe, AZ
  • 08/2012 → 06/2017
    Hampton University / Arizona State University
    Tempe, AZ
  • 10/2019 → 09/2022
    Thompson Financial Group
    Gilbert, AZ
  • 09/2022 → 05/2024
    Terrawealth
    Gilbert, AZ
  • 05/2024 → Present
    Chandler, AZ
Previous Registrations
  • 2023-01-24 → 2024-06-03
    Phoenix, AZ
    High Point, NC
Other Businesses

Founding Partner at Modern Wealth Insurance Services LLC; Investment related: Yes; Location of the business: 249 E Chicago Street, Suite 128 Chandler Arizona 85225; Description of the business: Insurance agency handling life, disability, LTC, and annuities; Start date with business: 2024-08-09; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 30.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-14
  • S65 Uniform Investment Adviser Law Examination
    2023-01-14
Other Names
  • Montel Hawkins
  • Montel H Hawkins

View on SEC IAPD

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