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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-10-03 |
Branch Locations
1405 W. Main Street, Boise, ID 83702 • 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 | Boise | ID | 07/2025 | Present |
| Jenna Martin | Rexburg | ID | 08/2023 | 07/2025 |
| Frosty Palace | Homedale | ID | 01/2023 | 04/2023 |
| Custom Marble | Caldwell | ID | 05/2022 | 09/2022 |
| Jack's Drive In | Caldwell | ID | 03/2020 | 05/2022 |
| Brigham Young University Idaho | Rexburg | ID | 09/2022 | 01/2023 |
| Es Solar | Idaho Falls | ID | 04/2023 | 08/2023 |
| Vallivue High School | Caldwell | ID | 09/2018 | 03/2020 |
| Vallivue Middle School | Caldwell | ID | 07/2015 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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