DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MDRN CAPITAL
ANNAPOLIS, MD | Elkhorn, NE
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 |
|---|---|---|---|---|---|---|
| MDRN CAPITAL | Independent wealth | Jan 17, 2025 | n/a | yes | Elkhorn, NE|ANNAPOLIS, MD | Current employment |
| NORTHWEST WEALTH MANAGEMENT, LLC | Independent wealth | Sep 20, 2023 | Jan 17, 2025 | no | SPENCER, IA|OMAHA, NE | Previous registration |
| SMART WEALTH, LLC | Independent wealth | Oct 28, 2021 | Sep 20, 2023 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWEST WEALTH MANAGEMENT, LLC | MDRN CAPITAL | Jan 17, 2025 | Jan 17, 2025 | 0 | Firm change | RIA to RIA |
| SMART WEALTH, LLC | NORTHWEST WEALTH MANAGEMENT, LLC | Sep 20, 2023 | Sep 20, 2023 | 0 | Firm change | RIA to RIA |