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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-10-18 |
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 |
|---|---|---|---|---|
| Petso Financial Consultants Llc | Boise | ID | 02/2001 | 01/2025 |
| Mutual Securities, Inc. | Camarillo | CA | 01/2016 | Present |
| Modern Wealth Management, Llc | Lenexa | KS | 10/2024 | Present |
1. Mutual Securities, Inc., Start Date: 01/07/2016, 807-A Camarillo Springs Rd., Camarillo, CA 93012, Registered Representative, Investment Related, 15 Hours per month during Securities trading hours, 0 Hours per month outside of Securities trading hours. 2. Modern Wealth Management, Start Date: 10/18/2025, 1405 W Main St., Boise, ID 83702, Corporation, RIA Firm, Managing Director Boise, RIA and Management duties, Not Investment Related, 150 Hours per month, 6 Hours per day during Securities trading hours. 3. Radio Show - KIDO 850AM, Start Date: 04/01/1990, 200 Park St.., Boise, ID 83702, Corporation, Radio Station, Radio Show Host, Investment Related, 8 Hours per month during Securities trading hours, 0 Hours per month outside of Securities trading hours. 4. Hillcrest Country Club, Start Date: 02/01/2018, 4610 Hillcrest Dr., Boise, ID, Non-Profit, Golf and Country Club, Board Member, Board Member/Vice President, Not Investment Related, 5 Hours per Month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-03 |
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