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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-21 |
| AZ | RA | APPROVED | 2016-08-09 |
Branch Locations
51 W Vaughn Ave Suite 303, Gilbert, AZ 85233 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| J & M Blaker Llc | Mesa | AZ | 01/2010 | 11/2022 |
| Ae Wealth Management | Topeka | KS | 07/2016 | Present |
| American Financial Education Alliance | Charlotte | NC | 01/2020 | Present |
| J&M Blaker Llc | Gilbert | AZ | 01/2010 | Present |
| Accrue Wealth Designs | Gilbert | AZ | 01/2015 | Present |
1.) Accrue Wealth Designs; Yes investment related; 51 West Vaughn Ave, Suite 303, Gilbert AZ 85233; Insurance and Financial Services; Founder/Financial Advisor; Start Date 01/2015; 40 hours; 40 hours trading; Insurance and Financial Services. 2.) American Financial Education Alliance; Investment Related; 8514 McAlpine Park Dr Ste 280, Charlotte NC 28211; Financial Education Classes; Classroom Instructor; Start Date 8/2020;10 hours/month; 5 hours during trading; Classroom instruction for financial planning 3.) J&M Blaker LLC; Investment Related: Yes; 51 W Vaughn Ave Ste 303, Gilbert AZ 85233-4428; Insurance Sales; President/Owner; Start Date 01/2010; Approx hours per month: 30; Approx hours during trading: 30; Insurance Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-26 |
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