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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
20308 Hwy 71 W. Suite 4, Spicewood, TX 78669 • United States
7700 Sh-71 Suite 120, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centennial Wealth Advisory, Llc | Austin | TX | 11/2015 | 09/2016 |
| Lakeview Retirement Planning | Spicewood | TX | 09/2016 | Present |
| Southern Draw | Austin | TX | 04/2014 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2016 | 06/2022 |
| Foundations Investment Advisors, Llc | Spicewood | TX | 06/2022 | Present |
| Triad Wealth Partners, Llc | Lawrence | KS | 09/2025 | Present |
LAKEVIEW RETIREMENT PLANNING, INVESTMENT RELATED, 20308 Hwy 71 W. Suite 4, SPICEWOOD, TX 78669, INSURANCE SALES, OWNER, 09/2016-PRESENT, APPROX 80 HOURS PER MONTH, 140 DURING TRADING HOURS, DUTIES INCLUDE SALES OF LIFE INSURANCE AND ANNUITY POLICIES TO CLIENTS, MEETING WITH CLIENTS, PREPARING ILLUSTRATIONS AND PAPERWORK.2. SOUTHERN DRAW , NOT INVESTMENT RELATED; 16300 SPILLMAN RANCH LOOP, AUSTIN, TX 78738;CIGAR SALES; MEMBER (LLC); 04/2014- PRESENT; APPROX 0 HOURS PER MONTH; 0 DURING TRADING HOURS ; PARTIAL OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-07 |
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