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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED_RES | 2025-04-11 |
Branch Locations
27001 Agoura Road Suite 150, Calabasas, CA 91301 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planned Asset Management, Llc. | Calabasas | CA | 05/1985 | 04/2025 |
| Quantitative Strategies Inc. | Calabasas | CA | 10/2001 | 04/2025 |
| Independent Financial Group | San Diego | CA | 04/2010 | 05/2019 |
| M.S. Howells & Company | Scottsdale | AZ | 05/2019 | 04/2025 |
| Modern Wealth Management | Lenexa | KS | 04/2025 | Present |
1. JAN 1978; INSURANCE PRODUCER LIC 0662563, CALABASAS, CA; NON INVESTMENT RELATED; LIFE AND HEALTH INSURANCE; OWNER; ESTATE PLANNING, LIFE, DISABILITY, LTC, FIXED PRODUCTS; DEVOTE VARIOUS HOURS/MONTH AS REQUIRED. 2. 1978; BRICKMAN, REIFF & ASSOCIATES; SOLE PROPRIETORSHIP; NON-INVESTMENT RELATED; NON-FEE BUSINESS; PRIMARY INSURANCE; OWNER; 10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 3. 1990; GLOBAL TRAVEL INTERNATIONAL, INC.; MAITLAND, FL; WWW.GLOBALTRAVEL.COM; NON-INVESTMENT RELATED; TRAVEL AGENCY; TRAVEL AGENT; VARIOUS HOURS PER MONTH AS REQUIRED. 4. BR & Company; Not investment related; used to collect commissions. Less than 5 hours per month outside of securities trading hours; 0. hours per month during securities trading hours. Owner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-16 |
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