DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner14 years in industry

GEORGIA LEE HUSSEY

Advisor at MODERNIST FINANCIAL, LLC

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:488dae57-6999-d71a-17e9-296aa222feb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MODERNIST FINANCIAL, 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: Oct 21, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 21, 2011
First registration: Oct 24, 2011
Dual registered: no
IAPD individual key: 5966642

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERNIST FINANCIAL, LLC	Independent wealth	Nov 4, 2025	n/a	yes	PORTLAND, OR	Current employment
ROSENBAUM FINANCIAL	Former SEC adviser	Feb 3, 2015	Jul 31, 2015	no	PORTLAND, OR	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Apr 4, 2014	Jun 18, 2015	no	PORTLAND, OR\|LINCOLN, NE	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 24, 2011	Apr 2, 2014	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROSENBAUM FINANCIAL	MODERNIST FINANCIAL, LLC	Jul 31, 2015	Nov 4, 2025	3,749	Firm change after gap	Other
AMERITAS ADVISORY SERVICES	ROSENBAUM FINANCIAL	Jun 18, 2015	Feb 3, 2015	-135	Firm change after gap	Other
WELLS FARGO ADVISORS	AMERITAS ADVISORY SERVICES	Apr 2, 2014	Apr 4, 2014	2	Firm change	Other

Relationships

Registered with (4)

→ MODERNIST FINANCIAL, LLCRegistered adviserregistration: current employment
Nov 4, 2025 to presentfactForm ADV
→ ROSENBAUM FINANCIALRegistered adviserregistration: previous registration
Feb 3, 2015 to Jul 31, 2015factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 4, 2014 to Jun 18, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 24, 2011 to Apr 2, 2014factForm ADV

Dated events

No dated event names this entity yet.