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

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom 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

S65

First exam

Jan 20, 2023

First registration

Mar 6, 2023

Dual registered

no

IAPD individual key

7698645

• Occurred

  Dec 12, 2025
  Advisor changed firm

  David Hartley Turley left Summit Global Investments, Llc for Modern Wealth Management, Llc (registered 2025-12-17)

  Form ADVobserved 4 days ago
• Occurred

  Jan 30, 2024
  Advisor changed firm

  David Hartley Turley left Public Safety Financial/Galloway for Summit Global Investments, Llc (registered 2024-02-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2008a85d-b80b-6aca-1bda-bab844d88b48

First observed

Mar 6, 2023

Last observed

Sep 14, 2026 5 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.