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RIA / WealthAdvisorCertified Financial Planner29 years in industry

ZOHREH GHAISSARI

Advisor at MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO | CALABASAS, CA

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Search this name across graphsid dfx:ria:c74dfd14-1850-4314-64c5-c7d4663121e2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 6, 1998 to Sep 15, 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: 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: Dec 20, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 20, 1996
First registration: Jan 6, 1998
Dual registered: no
Other names: ZOHREH DINARI
IAPD individual key: 2806525

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
MODERN WEALTH MANAGEMENT, LLC	Independent wealth	May 11, 2026	n/a	yes	CALABASAS, CA\|KANSAS CITY, MO	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jul 17, 2025	May 4, 2026	no	WESTLAKE VILLAGE, CA\|SAN DIEGO, CA\|WESTLAKE VILLAGE, CA	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Sep 25, 2006	Dec 31, 2006	no	WOODLAND HILLS, CA\|AGOURA HILLS, CA	Previous registration
WATERSTONE FINANCIAL GROUP, INC.	n/a	Jul 28, 2006	Sep 20, 2006	no	WOODLAND HILLS, CA\|WOODLAND HILLS, CA	Previous registration
ETI FINANCIAL GROUP	n/a	Jan 6, 1998	Sep 12, 2006	no	WOODLAND HILLS, CA	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
OSAIC WEALTH, INC.	MODERN WEALTH MANAGEMENT, LLC	May 4, 2026	May 11, 2026	7	Firm change	Ibd to RIA
CINCINNATI ANALYSTS, INC	OSAIC WEALTH, INC.	Dec 31, 2006	Jul 17, 2025	6,773	Firm change after gap	Other
WATERSTONE FINANCIAL GROUP, INC.	CINCINNATI ANALYSTS, INC	Sep 20, 2006	Sep 25, 2006	5	Firm change	Other
ETI FINANCIAL GROUP	WATERSTONE FINANCIAL GROUP, INC.	Sep 12, 2006	Jul 28, 2006	-46	Firm change after gap	Other

Relationships

Registered with (5)

→ MODERN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 11, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jul 17, 2025 to May 4, 2026factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Sep 25, 2006 to Dec 31, 2006factForm ADV
→ WATERSTONE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jul 28, 2006 to Sep 20, 2006factForm ADV
→ ETI FINANCIAL GROUPRegistered adviserregistration: previous registration
Jan 6, 1998 to Sep 12, 2006factForm ADV

Dated events

Occurred
May 4, 2026
Advisor changed firm
Zohreh Ghaissari left Osaic Wealth, Inc. for Modern Wealth Management, Llc (registered 2026-05-11)
Form ADVobserved 4 days ago