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Chancellor Isaac Davis

Modern Wealth Management, LLC

Lenexa, KS

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-01-16
  • KS RA
    APPROVED
    Since 2026-01-16

Branch Locations

13550 W. 95Th Street, Lenexa, KS 66227 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • 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
Modern Wealth Management, Llc Lenexa KS 06/2025 Present
Carnage Middle School Fuquay Varina NC 08/2014 05/2018
University Of North Carolina At Charoltte Charlotte NC 09/2022 05/2025
Fuquay Varina High School Fuquay Varina NC 06/2018 08/2022
New York Life Insurance Charlotte NC 12/2023 03/2025
  • 06/2025 → Present
    Modern Wealth Management, Llc
    Lenexa, KS
  • 08/2014 → 05/2018
    Carnage Middle School
    Fuquay Varina, NC
  • 09/2022 → 05/2025
    University Of North Carolina At Charoltte
    Charlotte, NC
  • 06/2018 → 08/2022
    Fuquay Varina High School
    Fuquay Varina, NC
  • 12/2023 → 03/2025
    New York Life Insurance
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-16
Other Names
  • Chancellor Davis
  • Chancellor Isaac Davis
  • Chance Isaac Davis

View on SEC IAPD

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