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7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-20 |
| TX | RA | APPROVED_RES | 2021-05-13 |
Branch Locations
24013 Ventura Blvd Suite 202, Calabasas, CA 91302 • United States
7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 06/2018 |
| Top Advisors Media | West Hills | CA | 05/2017 | 06/2018 |
| Total Wealth | West Hills | CA | 08/2017 | 06/2018 |
| Spotlight Asset Group, Inc. | Calabasas | CA | 06/2018 | 04/2021 |
| Kirsch Wealth Management | Calabasas | CA | 03/2010 | 06/2018 |
| Greenup Street Wealth Management | Ann Arbor | MI | 04/2021 | Present |
| Greenup Street Wealth Management Llc | Calabasas | CA | 04/2021 | Present |
1) Aaron Kirsch - Insurance Agent; Investment related: Yes; Location: 24013 Ventura Blvd, Suite 202, Calabasas, CA 91302; Description: I review the insurance needs of clients and prospects and make recommendations for specific insurance products where appropriate. I may suggest that clients or prospects purchase a life insurance or annuity product from which I would receive a commission, disclose all conflicts of interest, and recommend that the clients or prospects compare what I am offering with products offered by other insurance professionals.; Position Title: Insurance Agent; Responsibilities Duties: Insurance reviews, product recommendations, product sales; Start date with business: 2010-03-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-19 |
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