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Topeka, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APP_PEND_IARCE | 2026-01-01 |
| KS | RA | APPROVED | 2018-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Excel | Topeka | KS | 02/2012 | 03/2018 |
| Avant Wealth Management, Llc | Topeka | KS | 05/2018 | Present |
| Ae Wealth Mangement, Llc | Topeka | KS | 02/2016 | 03/2018 |
| Fmt Solutions, Llc | Portland | OR | 11/2021 | Present |
INSURANCE - LIFE, HEALTH AGENT Business Management Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
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