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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
Branch Locations
1250 S. Pine Island Road Suite 350, Plantation, FL 33324 • 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 |
|---|---|---|---|---|
| Lwm Advisory Services, Llc | Plantation | FL | 07/2015 | Present |
| Lpl Financial Llc | Plantation | FL | 07/2015 | 03/2026 |
| Modern Wealth Managament, Llc | Plantation | FL | 03/2026 | Present |
1.08/15/2016 - No Business Name - Non-Variable Insurance - INV REL - 1250 S. PINE ISLAND RD #350, PLANTATION, FL 33324 - Started 07/15/2016 - 5 Hr/Mo; 0 Hours During Securities Trading. 2. 6/22/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/15/2016 - Whole Life, Universal Life, Fixed Index Life and Term Life Insurance 4. 10/29/2018 - Legacy Wealth Management Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:11/15/2018 - 180 Hours Per Month/6 Hours During Trading. 5. 5/22/2020 - InvesTrust Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/01/2020 - 1 Hour Per Month. 6. 8/14/2020 - No Business Name - Investment Related - Miami, FL 33131 & Aventura, FL 33180 - Real Estate Rental - Started 08/03/2020 - 2 Hours Per Month During Securities Trading - Owner and operator of personal real estate rental/ investment properties. 7. 6/14/2021 - JADS Holdings 2, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 5/1/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Establishing LLC for the sole purpose of holding Real Estate assets/rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-14 |
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