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Alice Li

Modern Wealth Management, LLC

Great Falls, VA

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-06-18
  • VA RA
    APPROVED
    Since 2025-06-18

Branch Locations

11911 Freedom Drive Suite 580, Great Falls, VA 22066 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Colony Group, Llc Bethesda MD 09/2020 02/2022
Tgm Consulting Services, Llc Herndon VA 02/2020 08/2020
T&T Consulting Services, Llc Falls Church VA 11/2017 11/2019
Empire Leasing Inc. Washington DC 07/2016 10/2017
Wealthspire Advisors Potomac MD 04/2022 04/2025
Modern Wealth Management, Llc Lenexa KS 04/2025 Present
  • 09/2020 → 02/2022
    The Colony Group, Llc
    Bethesda, MD
  • 02/2020 → 08/2020
    Tgm Consulting Services, Llc
    Herndon, VA
  • 11/2017 → 11/2019
    T&T Consulting Services, Llc
    Falls Church, VA
  • 07/2016 → 10/2017
    Empire Leasing Inc.
    Washington, DC
  • 04/2022 → 04/2025
    Wealthspire Advisors
    Potomac, MD
  • 04/2025 → Present
    Modern Wealth Management, Llc
    Lenexa, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-15
  • S65 Uniform Investment Adviser Law Examination
    2021-10-15
Designations
Other Names
  • Xiaoyu Li
  • Alice Li Williamson

View on SEC IAPD

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