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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
2105 S. Bascom Avenue Suite 110, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wade Financial Advisory, Inc | Campbell | CA | 02/1998 | 03/2025 |
| Modern Wealth Management, Llc | Lenexa | KS | 03/2025 | Present |
1. WADE FINANCIAL ADVISORY, INC.; NOT INVESTMENT RELATED; CAMPBELL, CALIFORNIA; TAX PROFESSIONAL; START DATE: 02/1998; UP TO 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS; UP TO 40 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; TAX PREPARATION FOR INDIVIDUALS AND BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-14 |
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