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

Jun 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

May 14, 2018

First registration

May 14, 2018

Dual registered

no

Other names

TIM ALLAN WOLFE

IAPD individual key

6947782

• Occurred

  Dec 18, 2024
  Advisor changed firm

  Timothy Allan Wolfe left Buttonwood Financial Group, Llc for Modern Wealth Management, Llc (registered 2025-01-02)

  Form ADVobserved 5 days ago
• Occurred

  Jun 15, 2023
  Advisor changed firm

  Timothy Allan Wolfe left Choreo, Llc for Buttonwood Financial Group, Llc (registered 2023-06-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:642a1a3d-2472-0dd4-5c7b-23eb8c481d4f

First observed

May 14, 2018

Last observed

Sep 14, 2026 6 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.