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Advisor at MODERN WEALTH MANAGEMENT, LLC
KANSAS CITY, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | Independent wealth | Apr 26, 2023 | n/a | yes | KANSAS CITY, MO | Current employment |
| BARBER FINANCIAL GROUP | Former SEC adviser | Sep 30, 2022 | Dec 7, 2023 | no | LENEXA, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BARBER FINANCIAL GROUP | MODERN WEALTH MANAGEMENT, LLC | Dec 7, 2023 | Apr 26, 2023 | -225 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152043:324624:KS:2023-12-07 | Dec 7, 2023 | Apr 26, 2023 | LENEXA, KS | Firm change after gap |