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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-07 |
Branch Locations
1213 Culbreth Dr Ste 364, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-30 |
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