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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-06 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
706 Montana St, Glidden, IA 51443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Management | Glidden | IA | 03/2026 | Present |
| Carroll Community School District | Carroll | IA | 09/2025 | Present |
| Daisy River Processing Llc | Camanche | IA | 03/2025 | 06/2025 |
| Rustic Cuts | Council Bluffs | IA | 12/2023 | 07/2024 |
| Bohlmann Inc. | Denison | IA | 10/2022 | 12/2023 |
| James Pudenz Cattle Co | Carroll | IA | 10/2007 | 10/2022 |
| Greg Pudenz Cattle Company | Carroll | IA | 07/2024 | 03/2025 |
James Pudenz Inc. Not investment related. 12892 Hwy71, Carroll, IA 51401. This business is a farm. I own 1/8 of the company and rent out my portion to my brothers, and I am not involved in any day to day activity. Not during business hours. I do not have a title or any duties, just rent my portion to my brothers. Daisy River Processing LLC. Not investment related. 1902 7th Ave, Camanche, IA 52730. This business is a beef processing plant. I own 19% in an LLC, and I am not involved in any day to day activity. Not during business hours. I helped get the business set up and now I am a passive owner of 19% of the shares, no duties within the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-05 |
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