Best Investors
Account
Sign in
Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
311 Park Place Boulevard Suite 150, Clearwater, FL 33759 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-10-09 |
Branch Locations
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Management, Llc | Clearwater | FL | 05/2026 | Present |
| Flaharty & Associates Llc | Clearwater | FL | 03/2010 | 05/2026 |
| Flaharty Asset Management | Clearwater | FL | 09/2013 | Present |
| Lpl Financial Llc | Clearwater | FL | 01/2016 | 05/2026 |
| Mutual Securities, Inc. | Camarillo | CA | 06/2026 | Present |
1. Modern Wealth Management, Start Date: 06/01/2026, 311 Park Place Blvd., Ste. 150, Clearwater, FL 33759, Corporation, RIA, MD, Independent RIA, Providing Investment Advisory Services, Investment Related, 160 Hours per month, 6 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-08 |
Reach out to this advisor