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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
1250 S Pine Island Road Suite 350, Plantation, FL 33324 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Sunrise, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plantation | FL | 09/2010 | 03/2026 |
| Lwm Advisory Services, Llc | Plantation | FL | 08/2014 | Present |
| Modern Wealth Management, Llc | Plantation | FL | 03/2025 | Present |
(1) 04/23/13 - FOR ACCOUNTING PURPOSES ONLY - THE WOLF CRY, INC. - FOR ACCOUNTING PURPOSES ONLY; NOT HELD OUT TO THE PUBLIC - PLANTATION, FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-04 |
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