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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-21 |
| ID | RA | APPROVED | 2024-10-20 |
Branch Locations
1405 West Main Street, Boise, ID 83702 • 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 |
|---|---|---|---|---|
| Petso Financial Consultants, Inc. | Boise | ID | 11/2015 | 11/2024 |
| Mutual Securities, Inc. | Camarillo | CA | 01/2016 | Present |
| Modern Wealth Management, Llc | Lenexa | KS | 10/2024 | Present |
1. Independent Insurance Agent, Sole Proprietor, Start Date: 01/01/16, 1405 W. Main Street Boise, ID 83702, Insurance Agency/Agent, Not Investment related, 1 hour per month, <1 hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-10 |
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