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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Fortune Financial Group | Dunmore | PA | 10/2000 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2017 | 03/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2025 | Present |
| Global Financial Private Capital, Llc | Dunmore | PA | 10/2012 | 11/2017 |
1.) Fortune Financial Group; Yes Investment Related; 200 Tigue Street, Dunmore, PA 18512; Insurance Sales; President; Start date 10/2000; Approx. 150 hours a month; Approx. 130 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
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