This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MODERN WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Dec 30, 2015

First registration

Jun 20, 2017

Dual registered

no

Other names

NICHOLAS FRED ROBERT TANNER|NICHOLAS TANNER|Nick Tanner

IAPD individual key

6480285

• Occurred

  Sep 12, 2025
  Advisor changed firm

  Nicholas Fred Robert Tanner left Choreo, Llc for Modern Wealth Management, Llc (registered 2026-07-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1b105bed-f36f-bd01-e582-9b8e59b74762

First observed

Jun 20, 2017

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.