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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-02 |
Branch Locations
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management | Topeka | KS | 03/2016 | 03/2018 |
| Madision Avenue Securities, Llc | San Diego | CA | 10/2016 | 03/2018 |
| Keen Wealth Advisors | Overland Park | KS | 11/2018 | 07/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2018 | 07/2021 |
| Keen Wealth Advisors | Overland Park | KS | 03/2018 | 11/2018 |
| Keen Wealth Advisors | Overland Park | KS | 11/2018 | 04/2021 |
| Newedge Advisors Llc | New Orleans | LA | 11/2021 | 12/2022 |
| Unemployed | Lenexa | KS | 07/2021 | 11/2021 |
| Lpl Financial, Llc | Lenexa | KS | 12/2021 | 12/2022 |
| Expand Financial, Llc | Lenexa | KS | 04/2023 | 12/2023 |
| Fis | Jacksonville | FL | 12/2022 | 04/2023 |
| Dai Securities Llc | Atlanta | GA | 01/2024 | Present |
| Dai Wealth Llc | Atlanta | GA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-12 |
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