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Advisor at MODERN WEALTH MANAGEMENT, LLC
CHAPEL HILL, NC | 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 | Dec 20, 2024 | n/a | yes | CHAPEL HILL, NC|KANSAS CITY, MO | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | May 30, 2019 | Dec 20, 2024 | no | Chapel Hill, NC|ATLANTA, GA | Previous registration |
| TEAM WEALTH PLANNING AND MANAGEMENT, INC. | Former SEC adviser | Feb 11, 2004 | May 31, 2019 | no | Chapel Hill, NC|CHAPEL HILL, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | MODERN WEALTH MANAGEMENT, LLC | Dec 20, 2024 | Dec 20, 2024 | 0 | Firm change | RIA to RIA |
| TEAM WEALTH PLANNING AND MANAGEMENT, INC. | ADVISORY SERVICES NETWORK | May 31, 2019 | May 30, 2019 | -1 | Firm change | Other |