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Account
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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-04-08 |
| CA | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Henderson, NV • United States
1901 S Bascom Ave., Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Lyman Wealth Advisors | Los Altos | CA | 07/2015 | 06/2019 |
| Wade Financial Advisory | Campbell | CA | 07/2019 | 03/2025 |
| Modern Wealth Management, Llc | Lenexa | KS | 03/2025 | Present |
1. INUIT TAX; NOT INVESTMENT RELATED; MOUNTAIN VIEW, CALIFORNIA; TAX EXPERT; START DATE: 12/2017; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; UP TO 20 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; PROFESSIONAL TAX RETURN PREPARATION FOR INDIVIDUALS AND BUSINESS ENTITIES. 2. MAGELLAN FEDERAL; NOT INVESTMENT RELATED; WOODBRIDGE, VIRGINIA; FINANCIAL CONSULTANT; START DATE: 08/2014; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; UP TO 10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; PROVIDES FINANCIAL EDUCATION CONSULTING SERVICES, PRIMARILY SUPPORTING MILITARY SERVICE MEMBERS AND THEIR FAMILIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-14 |
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