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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Co. | Columbus | OH | 12/2000 | 07/2021 |
| Russell Total Wealth & Wellness | Dayton | OH | 07/2021 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 02/2024 | Present |
| Arkadios Capital | Atlanta | GA | 08/2022 | 03/2024 |
1.) Russell Total Wealth & Wellness; One Russell Place, Dayton, OH 45050; Yes Investment Related; Investment Advisory Firm; CCO; Start Date 07/2021; Approx.160 hours a month; Approx. 160 during trading; CCO. 2.) Estate planning document services, : One Russell Place, Dayton OH 45409, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 04/2026, Approx hours per month: 10, Hours during trading: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-28 |
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