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4509 Maplecrest Road, Fort Wayne, IN 46835 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Direct Effect | Sarasota | FL | 03/2020 | Present |
| Online Trading Academy | Denver | CO | 03/2010 | 08/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2020 | 12/2020 |
| Advisors Excel Wealth Management | Topeka | KS | 03/2020 | 12/2020 |
| Kinetic Investment Management, Inc. | Denver | CO | 12/2020 | 04/2022 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 05/2022 | 06/2023 |
| Maripau Wealth Management Llc | Fort Wayne | IN | 06/2023 | Present |
1.) THE DIRECT EFFECT; NOT INVESTMENT RELATED; 6201 Saddle Oak Trail, Sarasota, FL 34241; INSURANCE SALES; INSURANCE BROKER; START DATE 03/2020; APPROX 130 HRS/MONTH; APPROX 130 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
| S66 | Uniform Combined State Law Examination | 2008-01-31 |
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