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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
Plantation, FL • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Plantation | FL | 05/2010 | 03/2026 |
| Lwm Advisory Services, Llc | Plantation | FL | 08/2014 | Present |
| Modern Wealth Management, Llc | Plantation | FL | 03/2026 | Present |
1. 03/16/2016: LWM Miami, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 7344 Southwest 46th Street Miami, FL 33155 - Start 04/01/2016 - 5 Hr/Mo; 1 Hour(s) During Securities Trading 2. 4/12/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 04/27/2016 - 1 Hour Per Month During Securities Trading. 3. 4/23/2019 - Erbengemeinschaft Obermeier/Koppenwallner - Investment Related - Pielenhofen & Nittendorf, Germany - Real Estate Rental - Started 09/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Properties inherited.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-26 |
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