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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-01 |
| PA | RA | APPROVED | 2021-11-03 |
Branch Locations
4309 Linglestown Rd Ste 109, Harrisburg, PA 17112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-01 |
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