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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-12-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Insurance | Springfield | IL | 12/2013 | 12/2016 |
| Usa Realty Group, Inc. | Dartmouth | MA | 04/2005 | Present |
| Horace Mann Investors, Inc. | Springfield | IL | 01/2014 | 12/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2018 | Present |
| Arbor Insurance Brokerage, Inc Dba Usa Wealth Group, Inc | Dartmouth | MA | 11/2016 | Present |
| The Lantz Family Agency, Inc | Dartmouth | MA | 12/2013 | Present |
| Dartmouth Fire Department, District 1 | Dartmouth | MA | 01/2013 | 11/2025 |
| Usa Wealth Advisors, Llc | Dartmough | VA | 01/2019 | Present |
1.) ARBOR INSURANCE BROKERAGE, INC DBA USA WEALTH GROUP, INC.; YES INVESTMENT RELATED; 352 FAUNCE CORNER RD, DARTMOUTH, MA 02747; INSURANCE SALES; VICE PRESIDENT; START DATE 11/2016; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) THE LANTZ FAMILY AGENCY, INC; YES INVESTMENT RELATED; 352 FAUNCE CORNER RD, DARTMOUTH, MA 02747;INSURANCE AGENCY; OWNER / PRESIDENT; START DATE 12/2013; APPROX 4 HRS/MONTH; APPROX 4 HRS/MONTH DURING TRADING; HOME AND AUTO INSURANCE SALES AND SERVICES. (3.) USA REALTY GROUP, INC; YES INVESTMENT RELATED; 352 FAUNCE CORNER RD, DARTMOUTH, MA 02747; REAL ESTATE; REAL ESTATE BROKER; START DATE 06/2005; APPROX 4 HRS/MONTH; APPROX 1 HR/MONTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-27 |
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