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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-07 |
Branch Locations
311 Park Place Boulevard Suite 150, Clearwater, FL 33759 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| LA | RA | APPROVED | 2025-11-26 |
| FL | RA | APPROVED | 2025-03-20 |
Branch Locations
122 Nesbit Street Suite 112, Punta Gorda, FL 33950 • United States
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • 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 |
|---|---|---|---|---|
| Modern Wealth Management, Llc | Clearwater | FL | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 01/2015 | 10/2021 |
| Bank Of America, N.A | Tampa | FL | 07/2018 | 10/2021 |
| Lpl Financial, Llc | Clearwater | FL | 12/2021 | 05/2026 |
| Flaharty Asset Management, Llc | Clearwater | FL | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-26 |
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