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RIA / WealthAdvisor13 years in industry

James Porter Rankin

Advisor at MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO

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Search this name across graphsid dfx:ria:fa92508b-fc4a-e85c-62a1-b68f04f72da2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 1, 2017 to Sep 14, 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: Sep 20, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 20, 2013
First registration: Sep 1, 2017
Dual registered: no
Other names: J.P. Rankin|James Rankin
IAPD individual key: 6703923

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	Nov 10, 2023	n/a	yes	KANSAS CITY, MO	Current employment
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Nov 3, 2022	Oct 9, 2023	no	OVERLAND PARK, KS\|Overland Park, KS\|OVERLAND PARK, KS	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	Apr 24, 2018	Oct 9, 2023	no	Leawood, KS\|OVERLAND PARK, KS	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 1, 2017	Apr 11, 2018	no	Topeka, KS	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
CREATIVEONE SECURITIES, LLC	MODERN WEALTH MANAGEMENT, LLC	Oct 9, 2023	Nov 10, 2023	32	Firm change	Ibd to RIA
CREATIVEONE WEALTH, LLC	CREATIVEONE SECURITIES, LLC	Oct 9, 2023	Nov 3, 2022	-340	Firm change after gap	RIA to ibd
AE WEALTH MANAGEMENT, LLC	CREATIVEONE WEALTH, LLC	Apr 11, 2018	Apr 24, 2018	13	Firm change	RIA to RIA

Relationships

Registered with (4)

→ MODERN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 10, 2023 to presentfactForm ADV
→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: previous registration
Nov 3, 2022 to Oct 9, 2023factForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Apr 24, 2018 to Oct 9, 2023factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 1, 2017 to Apr 11, 2018factForm ADV

Dated events

Occurred
Oct 9, 2023
Advisor changed firm
James Porter Rankin left Creativeone Securities, Llc for Modern Wealth Management, Llc (registered 2023-11-10)
Form ADVobserved 5 days ago
Occurred
Oct 9, 2023
Advisor changed firm
James Porter Rankin left Creativeone Wealth, Llc for Creativeone Securities, Llc (registered 2022-11-03)
Form ADVobserved 5 days ago