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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Lincoln | RI | 10/2015 | 03/2019 |
| Ascent Advisors | Warwick | RI | 03/2019 | 02/2024 |
| Centerville Bank | West Warwick | RI | 08/2023 | 02/2024 |
| Massey & Associates, Inc | Warwick | RI | 02/2024 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 04/2025 | Present |
Massey and Associates, Inc.; Yes Investment Related; 250F Centerville Rd Warwick, RI 02886; Retirement Wealth Strategy firm that helps people prepare financially for retirement and uses market based annuity products and investments for that purpose; Service Advisor; 12/4/2024; 60hrs/Mo; 60hrs/Mo during Securities Trading Hours; I provide client service re: forms needed for annuity allocation changes, penalty free withdrawals and other maintenance. I answer client questions about their contracts and investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-04 |
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