Financial advisor
MARCO R BOHORQUEZ
At Modern Wealth Management · Plantation, FL
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Legacy Wealth Management | Legacy Wealth Management | Modern Wealth Management | Acquisition | April 2, 2026 | $1.2B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | Investment adviser | March 24, 2026 | Current |
| LWM ADVISORY SERVICES, LLC | Investment adviser | April 26, 2016 | July 31, 2026 |
| LPL FINANCIAL LLC | Broker-dealer | April 15, 2016 | March 20, 2026 |
| BB&T INVESTMENT SERVICES, INC. | Investment adviser | May 7, 2015 | April 15, 2016 |
| BB&T INVESTMENT SERVICES, INC. | Broker-dealer | May 4, 2015 | April 15, 2016 |
| LPL FINANCIAL LLC | Investment adviser | November 12, 2009 | May 4, 2015 |
| LPL FINANCIAL LLC | Broker-dealer | November 5, 2009 | May 4, 2015 |
| COLONIAL ASSET MANAGEMENT INC | Investment adviser | September 4, 2009 | October 20, 2009 |
| COLONIAL BROKERAGE, INC. | Broker-dealer | May 28, 2009 | October 20, 2009 |
| CHASE INVESTMENT SERVICES CORP. | Investment adviser | May 2, 2009 | May 18, 2009 |
| CHASE INVESTMENT SERVICES CORP. | Broker-dealer | May 2, 2009 | May 18, 2009 |
| WAMU INVESTMENTS, INC. | Investment adviser | December 1, 2007 | May 2, 2009 |
| WAMU INVESTMENTS, INC. | Broker-dealer | November 28, 2007 | May 2, 2009 |
| EDWARD JONES | Broker-dealer | January 1, 2005 | November 16, 2007 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.