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Stephen Edward Myers

Ae Wealth Management, LLC

Harrisburg, PA

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-01
PA RA APPROVED 2021-11-03
  • TX RA
    APPROVED_RES
    Since 2023-11-01
  • PA RA
    APPROVED
    Since 2021-11-03

Branch Locations

4309 Linglestown Rd Ste 109, Harrisburg, PA 17112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities, Inc. Camp Hill PA 10/2018 02/2020
Kca Wealth Management Camp Hill PA 02/2017 05/2020
Reverent Asset Management Harrisburg PA 06/2020 Present
Ae Wealth Management Topeka KS 11/2021 Present
1847 Financial Conshohocken PA 11/2015 02/2017
  • 10/2018 → 02/2020
    Proequities, Inc.
    Camp Hill, PA
  • 02/2017 → 05/2020
    Kca Wealth Management
    Camp Hill, PA
  • 06/2020 → Present
    Reverent Asset Management
    Harrisburg, PA
  • 11/2021 → Present
    Ae Wealth Management
    Topeka, KS
  • 11/2015 → 02/2017
    1847 Financial
    Conshohocken, PA
Previous Registrations
  • 2018-10-12 → 2020-06-26
    Concourse Financial Group Securities, Inc.
    Camp Hill, PA
    Birmingham, AL
    Camp Hill, PA
    Carlisle, PA
    Hershey, PA
  • 2017-04-12 → 2018-10-08
    Osaic Fa, Inc.
    Camp Hill, PA
Other Businesses

1.) Reverent Asset Management; Yes Investment Related; 4309 Linglestown Road, Suite 109 Harrisburg, PA 17112; Sale of Fixed Life Insurance and Annuities; Co-Founder; Start date 06/2020; 160 HRS per Month; 160 HRS during trading; Selling fixed annuities, life insurance and long term care. 2.) Stephen Myers; Yes Investment Related; 1189 Draymore CT, Hummelstown PA, 17036; Sale of home and auto insurance; Owner; Start date 2017; 2 HRS per Month, 0 HRS during trading; Selling home and auto insurance to friends and family.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-31
S63 Uniform Securities Agent State Law Examination 2000-09-01
  • S65 Uniform Investment Adviser Law Examination
    2017-03-31
  • S63 Uniform Securities Agent State Law Examination
    2000-09-01
Other Names
  • Stephen E Myers
  • Stephen E Myers
  • Stephen Edward Myers
  • Steve Myers
  • Stephen Edward Myers
  • Stephen Edward Myers Sr

View on SEC IAPD

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