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1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-24 |
Branch Locations
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-02 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1138 N Alma School Rd, Mesa, AZ 85201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Public Safety Financial/Galloway | Mesa | AZ | 09/2025 | Present |
| Galloway Asset Management, Llc. | Mesa | AZ | 09/2020 | 08/2025 |
| Crossroads Farm, Llc | Gilbert | AZ | 09/2017 | 08/2024 |
| Rsl-Az | Scottsdale | AZ | 09/2021 | 03/2025 |
| Arizona State University | Tempe | AZ | 01/2019 | 07/2020 |
| Perry High School | Gilbert | AK | 08/2014 | 05/2018 |
| Modern Wealth Management, Llc | Mesa | AZ | 08/2025 | Present |
the name of the other business; Modern Wealth Management, LLC whether the business is investment-related; Yes the address of the other business; 1138 N Alma School Rd., Mesa, AZ 85201 the nature of the other business; RIA your position; Financial Advisor Representative the start date of your relationship; 08/29/2025 the approximate number of hours/month you devote to the other business; 160 the number of hours you devote to the other business during securities trading hours; 80 and briefly describe your duties relating to the other business; to educate and provide financial recommendations to prospects/clients
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