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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-12 |
| NC | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
639 Carle Ave, Lewis Center, OH 43035 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aptus Wealth Management, Llc | Lewis Center | OH | 09/2016 | 05/2026 |
| Maloney Securities | Myrtle Beach | SC | 03/2010 | 09/2016 |
| Aptus Marketing | Lewis Center | OH | 01/2013 | 11/2023 |
| Aptus Tax Avisory Group | Lewis Center | OH | 01/2008 | 01/2020 |
| Doublet Capital Management | Lewis Center | OH | 10/2013 | 01/2017 |
| Aptus Wealth Insurance Services, Llc | Lewis Center | OH | 01/2020 | Present |
| Annuity Marketing Group | Colubus | OH | 06/2003 | 11/2023 |
ANNUITY MARKETING GROUP, INVESTMENT RELATED, 639 CARLE AVENUE, LEWIS CENTER, OH 43035. INSURANCE SALES, WHOLESALE/MARKETING, START DATE 06/2003, APPROXIMATELY 40 HOURS PER MONTH, MOST DURING TRADING HOURS. APTUS MARKETING, INVESTMENT RELATED, 639 CARLE AVENUE, LEWIS CENTER, OH 43035. LICENSED INSURANCE AGENT AND OWNER; START DATE 06/2003, APPROXIMATELY 20 HOURS PER MONTH, MOST DURING TRADING HOURS. ATHLETEAGENT, NOT INVESTMENT RELATED, 761 GARDEN VIEW CT SUITE 201 ENCINITAS, CA 92024 ADVISORY BOARD, START DATE 09/2018; 0 TRADING HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-17 |
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