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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Modern Wealth Management, Llc | Lenexa | KS | 10/2023 | Present |
| Johnson County Community College | Overland Park | KS | 06/2016 | 01/2017 |
| Little Building Blocks | Gardner | KS | 02/2017 | 09/2017 |
| Fort Hays State University | Fort Hays | KS | 10/2017 | 05/2019 |
| Kansas State University | Manhattan | KS | 08/2019 | 07/2021 |
| Modern Wealth Management, Llc | Lenexa | KS | 10/2021 | 10/2023 |
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