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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-09 |
Branch Locations
100 Harrow Lane, Saginaw, MI 48638 • 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 |
|---|---|---|---|---|
| Harrow Holding Group Llc | Saginaw | MI | 03/2000 | Present |
| Gardey Financial Advisors Llc | Saginaw | MI | 03/2000 | Present |
| Modern Wealth Management | Lenexa | KS | 12/2024 | Present |
1. HARROW HOLDING GROUP LLC; NOT INVESTMENT RELATED; 8325 Ohern Rd, Saginaw, MI 48609; HOLDING GROUP OWNS AND MANAGES 3 COMMERCIAL REAL ESTATE BUILDINGS. MODERN WEALTH MANAGEMENT LLC IS A TENANT IN ONE OF THE BUILDING OWNED BY HARROW HOLDING GROUP; MANAGING MEMBER; START DATE: 03/2000; 1 HRS/MNTH DURING SECURITIES TRADING HOURS. 10 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS; NEGOTIATE LEASES, PERFORM MANTENANCE AND UP KEEP. 2. COVENANT HEALTH CARE; INVESTMENT RELATED; 700 COOPER AVE SAGINAW MI 48602; INVESTMENT COMMITTEE CHAIRMAN; START DATE: 09/2010; 2 HRS/MONTH DURING SECURITIES TRADING HOURS. 0 HRS/MONTH OUTSIDE OF SECURITIES TRADING HOURS. CHARING A COMMITTEE THAT OVERSEES THE HOSPITALS INSURANCE RESERVES ENDOWMENT FUND, PENSION FUND, AND HOSPITAL RESERVE FUND. 3. CENTRAL EQUITY INVESTMENTS; INVESTMENT RELATED; 641 SOUTH ASHLEY ANN ARBOR MI 48103; MEMBER OF BOARD OF DIRECTORS -REAL ESTATE INVESTMENTS; START DATE 11/1995; 1 HR/MNTH DURING SECURITIES TRADING HOURS; 0 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS; COMPANY MAKES DIRECT REAL ESTATE INVESTMENTS.
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