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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 2024-10-18
TX RA APPROVED 2024-10-18
  • ID RA
    APPROVED
    Since 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

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

1405 West Main Street, Boise, ID 83702 • 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
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
  • 02/2001 → 01/2025
    Petso Financial Consultants Llc
    Boise, ID
  • 01/2016 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 10/2024 → Present
    Lenexa, KS
Previous Registrations
  • 2015-11-16 → 2024-12-31
    Petso Financial Consultants Llc
    Boise, ID
  • 2005-03-28 → 2015-12-31
    Boise, ID
  • 2002-10-17 → 2005-03-28
    Cambridge Investment Research, Inc.
    Boise, ID
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-03
  • S63 Uniform Securities Agent State Law Examination
    1986-05-03
Designations

View on SEC IAPD

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