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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Pittsburgh | OH | 08/2013 | 12/2016 |
| Pnc Investment, Llc | Dayton | OH | 12/2016 | 11/2020 |
| Arkadios Capital | Atlanta | GA | 09/2022 | 03/2024 |
| Arkadios Wealth Advisors | Atlanta | GA | 09/2022 | 03/2024 |
| Kalos Capital, Inc | Alpharetta | GA | 03/2021 | 09/2022 |
| Russell Total Wealth & Wellness | Dayton | OH | 01/2021 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 02/2024 | Present |
| Russell Smart Insight Tax Advisors, Llc | Dayton | OH | 01/2026 | Present |
| Next Generation Coaching | Dayton | OH | 11/2025 | Present |
| Russell Smart Insight Tax Advisors, Llc | Dayton | OH | 01/2026 | Present |
1.) Russell Total Wealth & Wellness; Yes Investment Related; One Russell Place, Dayton, OH 45409; Insurance Sales; POSITION Wealth Advisor; START DATE: 01/2021; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services. 2.) Dayton Children's Hospital Planned Giving Advisory Committee; Not Investment Related; One Children's Plaza, Dayton, OH 45404; Advisory Committee; Position: Board Chair; Start Date: 12/2019; Approx. 1 hour a month; Approx 1 hour during trading; Conduct committee quarterly meetings. 3.) Russell Smart Insight Tax Advisors, LLC; Investment Related: No; One Russell Place, Dayton OH 45409; Personal and Business tax preparation, Planning, and Bookkeeping; Minority Partner; Start Date 01/2026; Approx hours per month: 5; Approx hours during trading: 0; Contributor to strategic vision, growth initiatives, and future acquisition. 4.)Russell Smart Insight Tax Advisors, LLC; Investment Related: No; One Russell Place, Dayton OH 45409; Accounting firm & tax preparation; Minority Owner; Start Date 01/2026; Approx hours per month: 1; Approx hours during trading: 0; Serve in a leadership role, offering guidance on the direction of the business and reviewing financials for the business. 5.) Next Generation Coaching; Investment Related: No; One Russell Place, Dayton OH 45409; Coaching Program; Professor/Coach; Start Date 11/2025; Approx hours per month: 10; Approx hours during trading: 5; I am one of 4 coaching "professors" that make up the Next Generation Coaching Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-04 |
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