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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 2021-09-07
  • NC RA
    APPROVED
    Since 2021-09-07

Branch Locations

1213 Culbreth Dr Ste 364, Wilmington, NC 28405 • 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
Massmutual Life Insurance Co Wilmington NC 05/2016 08/2021
Mml Investors Services, Wilmington NC 07/2016 08/2021
Ae Wealth Management, Llc Topeka KS 09/2021 Present
Ae Financial Services, Llc Topeka KS 09/2021 Present
Airlie Wealth Advisors, Llc Wilmington NC 08/2021 Present
  • 05/2016 → 08/2021
    Massmutual Life Insurance Co
    Wilmington, NC
  • 07/2016 → 08/2021
    Mml Investors Services,
    Wilmington, NC
  • 09/2021 → Present
    Topeka, KS
  • 09/2021 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 08/2021 → Present
    Airlie Wealth Advisors, Llc
    Wilmington, NC
Previous Registrations
  • 2016-07-14 → 2021-09-08
    Wilmington, NC
  • 2014-04-01 → 2016-06-24
    Mid-Atlantic Securities, Inc.
    Pinehurst, NC
    Wilmington, NC
Other Businesses

1.) AEWM; YES INVESTMENT RELATED; 2950 SW MCCLURE, TOPEKA, KS 66614 ; NATURE INVESTMENT ADVICE FOR FEE; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 08/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING 2.) AIRLIE WEALTH ADVISORS, LLC; 1213 CULBRETH DRIVE, SUITE 364, WILMINGTON, NC 28405; INSURANCE SALES AND SERVICES; OWNER/FINANCIAL ADVISOR; START DATE 08/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING AEFA - AMERICAN FINANCIAL EDUCATION ALLIANCE POSITION: Chapter President NATURE: The American Financial Education Alliance(AFEA)is one of the fastest growing non-profit financial wellness programs in the country! Our uniqueNo Sellingapproach, coupled with strategic alliances will change the way you think about financial education! As an IRS approved 501(c)(3) non-profit organization, AFEA's mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. AFEA specializes in providing high-level financial education to: Businesses and their employees (Satisfying ERISA 404c Requirements)Churches and their congregationsColleges and their alumniOther organizations and local communities via college and library held classes INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 1213 Culbreth Drive, Ste 364, Wilmington NC 28405, United States DESCRIPTION: I would be a chapter president for a territory that allows me to provide educational workshops to the community under their brand and as a 501c3.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-29
S63 Uniform Securities Agent State Law Examination 2011-07-30
  • S66 Uniform Combined State Law Examination
    2014-03-29
  • S63 Uniform Securities Agent State Law Examination
    2011-07-30
Designations
Other Names
  • Matthew Weissman
  • Matthew Elliott Weissman

View on SEC IAPD

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