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, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Oct 16, 2012

First registration

Oct 17, 2012

Dual registered

no

Other names

ALLISON FRANCES MOSHER|ALLISON FRANCES BARRIENTOS

IAPD individual key

6091252

• Occurred

  Mar 23, 2026
  Advisor changed firm

  Allison Mosher Barrientos left Integris Wealth Management, Llc for Modern Wealth Management, Llc (registered 2026-09-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5283d8ff-1808-76e3-c63c-739af0fc07cd

First observed

Oct 17, 2012

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.