MDRN CAPITAL, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 325950). Regulatory assets under management: $338.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Aaron Joshua Cirksena | FOUNDER AND CEO; FOUNDER, CEO, CHIEF COMPLIANCE OFFICER; OWNER | — |
| Joshua John Maly | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| MALY JOSHUA JOHN | CHIEF OPERATING OFFICER | — |
| Maly Joshua | CHIEF OPERATING OFFICER | — |
| CIRKSENA AARON JOSHUA | FOUNDER, CEO, CHIEF COMPLIANCE OFFICER; OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | civil | — | — | — |
| — | civil | A CLASS ACTION LAWSUIT WAS FILED AGAINST THE OWNER OF A BETTER FINANCIAL PLAN IN 2020. MR. ZUCH WAS NAMED AS A DEFENDANT PURELY DUE TO BEING AN EMPLOYEE OF A BETTER FINANCIAL PLAN. MR. ZUCH NEVER HAD TO APPEAR IN COURT FOR THIS CASE OR PROVIDE ANY FORM OF INFORMATION. THE CASE CONCLUDED WITH A DISMI… | Final | — |