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Preston Jeffrey Pugmire

Modern Wealth Management, LLC

Boise, ID

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
ID RA APPROVED 2026-01-28
  • ID RA
    APPROVED
    Since 2026-01-28

Branch Locations

1405 W. Main Street, Boise, ID 83702 • 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
Missionary Santa Cruz 04/2015 04/2017
Vantage Marketing Provo UT 04/2017 01/2022
Student Rexburg ID 09/2017 08/2022
Arista Wealth Management Las Vegas NV 08/2022 01/2026
Modern Wealth Management, Llc Boise ID 01/2026 Present
  • 04/2015 → 04/2017
    Missionary
    Santa Cruz
  • 04/2017 → 01/2022
    Vantage Marketing
    Provo, UT
  • 09/2017 → 08/2022
    Student
    Rexburg, ID
  • 08/2022 → 01/2026
    Arista Wealth Management
    Las Vegas, NV
  • 01/2026 → Present
    Modern Wealth Management, Llc
    Boise, ID
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-22
  • S65 Uniform Investment Adviser Law Examination
    2022-07-22
Designations

View on SEC IAPD

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INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
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