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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Retirement Advisors, Llc | Ocala | FL | 02/2019 | Present |
| Assurity Retirement Solutions, Llc | Ocala | FL | 10/2010 | 02/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2020 | Present |
| Assurity Retirement Solutions | Ocala | FL | 10/2011 | Present |
1.) PINNACLE RETIREMENT ADVISORS, LLC; YES INVESTMENT RELATED; 1328 SE 25TH LOOP OCALA, FL 34471; INSURANCE SALES; OWNER/INSURANCE ADVISOR; START DATE 02/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) Assurity Retirement Solutions; Investment Related: No; 1328 SE 25th Loop, Suite 103, Ocala FL 34471; This is not active for new business only residual income; Joint Owner; Start Date 10/2011; Approx hours per month: 0; Approx hours during trading: 0; 50% owner 3.) Estate planning document services, 1328 SE 25th Loop, Suite 103, Ocala FL 34471, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 04/2026, Approx hours per month: 0, Hours during trading: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
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