Julia Marie Apodaca

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-10-16

Branch Locations

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
Narrow Path Financial, Inc.	5313 N. County Rd. 11	CO	02/2021	06/2025
Td Ameritrade	Fort Collins	CO	04/2019	01/2021
Studio Dnd	Fort Collins	CO	11/2016	08/2020
Tressie Boutique Fort Collins, Llc Dba Mklaren	Fort Collins	CO	06/2011	12/2016
Modern Wealth Management, Llc	Campbell	CA	06/2025	Present
Modern Wealth Management, Llc	Campbell	CA	10/2025	Present

02/2021 → 06/2025

Narrow Path Financial, Inc.

5313 N. County Rd. 11, CO
04/2019 → 01/2021

Td Ameritrade

Fort Collins, CO
11/2016 → 08/2020

Studio Dnd

Fort Collins, CO
06/2011 → 12/2016

Tressie Boutique Fort Collins, Llc Dba Mklaren

Fort Collins, CO
06/2025 → Present

Modern Wealth Management, Llc

Campbell, CA
10/2025 → Present

Modern Wealth Management, Llc

Campbell, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-18