SE
Shon Edward Flaharty
CRD 2666498
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Flaharty Asset Management, Llc | Registered representative | 07/20/2026 |
| Modern Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Flaharty Asset Management, Llc
Ceo, Elected Manager · Less than 5% · Jun 2024
-
Flaharty Asset Management, Llc
Manager And Member · 75% or more · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗