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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-03 |
Branch Locations
13550 W 95Th St, Lenexa, KS 66227 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Management, Llc | Lenexa | KS | 05/2024 | Present |
| The Barstow School | Kansas City | MO | 06/2016 | 06/2017 |
| Prime Capital Investment Advisors | Overland Park | KS | 06/2018 | 01/2021 |
| Conway Investment Research | St. Louis | MO | 01/2021 | 06/2022 |
| Commerce Trust Company | Kansas City | MO | 06/2022 | 05/2024 |
| Um - Kansas City | Kansas City | MO | 06/2017 | 12/2017 |
| N/A | Lees Summit | MO | 12/2017 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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