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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-02-20 |
Branch Locations
80 Peachtree Rd Ste 220, Hendersonville, NC 28803 • United States
735 5Th Ave W, Hendersonville, NC 28739 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curtis Wright Outfitters, Llc | Weaverville | NC | 04/2003 | 01/2022 |
| Cradle Of Forestry In America Interpretive Association | Brevard | NC | 01/2012 | 10/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2019 | Present |
| J. Biance Financial, Inc. | Hendersonville | NC | 01/2019 | Present |
1.) J. Biance Financial, Inc.; Yes Investment Related; 735 5th Ave W Hendersonville, NC 28739; Insurance Sales; Financial Advisor; 01/2019; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; Insurance Sales and Services. 2.) Estate planning document services; Non investment related; 735 5th Ave. W. Hendersonville, NC 28739; Estate Planning; Facilitator; 8/1/2026; Approx. 1hr/Mo; 1hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, 3.) St. John the Baptist Catholic Church; Not Investment Related; 180 Laurel Avenue, Tryon, NC 28782; Catholic Church serving the community in Polk County; Member; 2/28/2025; 1hr/Mo; 1hrs/Mo during Securities Trading Hours; Serving as a member of the Finance Council to review financials.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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