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Account
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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
311 Park Place Boulevard Suite 150, Clearwater, FL 33759 • United States
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-12 |
| TX | RA | APPROVED | 2014-11-12 |
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 |
| Lpl Financial Llc | Clearwater | FL | 10/2014 | 05/2026 |
| Flaharty Asset Management, Llc | Clearwater | FL | 10/2014 | Present |
| Flaharty & Associates, Llc | Clearwater | FL | 10/2014 | 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 33704, LLC, Registered Investment Advisor, Executive Advisor, Financial Advisor, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Polywog Charities, Inc., Start Date: 11/01/2025, 540 Trinity Ln, Ste. 2205, St. Petersburg, FL 33716, 501 c 3, Charity non profit organization, Board Member, Member of a 12 person board that requires majority vote, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-03 |
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