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David Ray Shucavage

Ae Wealth Management, LLC

Wilmington, NC

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-01-18
  • NC RA
    APPROVED
    Since 2017-01-18

Branch Locations

620 Market St, Wilmington, NC 28401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amerus Des Moines IA 09/2001 Present
Carolina Estate Planners Wilmington NC 09/2003 Present
Rogo Management Inc Wilmington NC 06/2002 Present
Rogo Properties Wilmington NC 01/2004 01/2017
Global Financial Private Capital, Llc Sarasota FL 03/2015 01/2017
Ae Wealth Management, Llc Topeka KS 01/2017 Present
Carolina Retirement Planners, Llc Wilmington NC 09/2015 Present
Retirement Elevated And Fmt Wilmington NC 01/2014 Present
Sofa San Diego CA 01/2026 Present
  • 09/2001 → Present
    Amerus
    Des Moines, IA
  • 09/2003 → Present
    Carolina Estate Planners
    Wilmington, NC
  • 06/2002 → Present
    Rogo Management Inc
    Wilmington, NC
  • 01/2004 → 01/2017
    Rogo Properties
    Wilmington, NC
  • 03/2015 → 01/2017
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 01/2017 → Present
    Topeka, KS
  • 09/2015 → Present
    Carolina Retirement Planners, Llc
    Wilmington, NC
  • 01/2014 → Present
    Retirement Elevated And Fmt
    Wilmington, NC
  • 01/2026 → Present
    Sofa
    San Diego, CA
Previous Registrations
  • 2015-03-11 → 2017-01-13
    Global Financial Private Capital, Inc.
    Wilmington, NC
    Sarasota, FL
  • 2012-09-26 → 2015-03-09
    Wilmington, NC
  • 2010-09-02 → 2012-09-17
    Fa Advisor Network, Llc.
    Wilmington, NC
  • 2006-07-06 → 2010-08-16
    Usa Wealth Management Llc
    Wilmington, NC
    Wilmington, NC
Other Businesses

1) ROGO MANAGEMENT DBA CAROLINA ESTATE PLANNERS. INVESTMENT RELATED. INSURANCE SALES. 620 MARKET ST. WILMINGTON, NC 28401. 120 HOURS/MONTH, 120 HOURS/TRADING. SELL INSURANCE AND FIXED ANNUITIES 2) RETIREMENT ELEVATED AND FMT. NOT INVESTMENT RELATED. 620 MARKET STREET. WILMINGTON, NC 28401. LECTURER. 8 HOURS/MONTH, 0 HOURS/TRADING. RETIREMENT COURSEWORK. 3) Precious Metal Sales; Yes, Investment Related; 2 Division St E, Ste 201, Buffalo MN 55313; Referrals; Start Date 09/2024; Approx. 01 hours a month; Approx. 01 hours during trading; Right now I just refer people to them when the person expresses an interest in owning gold 4) SOFA; Investment Related: No; 3655 Ruffin Road, Suit 230, San Diego CA 92123 ; Sofa provides Financial Wellness Seminars as a 501(c)(3) nonprofit. No Selling; Speaker; Start Date 01/2026; Approx hours per month: 4; Approx hours during trading: 2; Present education events on financial wellness using the SOFA platform.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-11
  • S66 Uniform Combined State Law Examination
    2003-03-11

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