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Advisor at MODERN WEALTH MANAGEMENT, LLC
BOZEMAN , MT | 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 | Jul 9, 2026 | n/a | yes | BOZEMAN , MT|KANSAS CITY, MO | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Apr 3, 2023 | Jul 6, 2026 | no | Bozeman, MT|Bozeman, MT|GREENWOOD VILLAGE, CO|GREENWOOD VILLAGE, CO | Previous registration |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Nov 14, 2022 | Apr 3, 2023 | no | GREENWOOD VILLAGE, CO|Bozeman, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | MODERN WEALTH MANAGEMENT, LLC | Jul 6, 2026 | Jul 9, 2026 | 3 | Firm change | Ibd to RIA |
| PERSONAL CAPITAL ADVISORS CORPORATION | EMPOWER ADVISORY GROUP, LLC | Apr 3, 2023 | Apr 3, 2023 | 0 | Bulk transfer | RIA to ibd |