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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-22 |
| NJ | RA | APPROVED | 2018-01-08 |
Branch Locations
2125 Center Ave Ste 606, Fort Lee, NJ 07024 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Retirement Advisors Inc | Fort Lee | NJ | 09/2014 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 03/2016 | 03/2017 |
| Hepner Inc | Fort Lee | NJ | 02/2016 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2017 | 01/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2018 | Present |
1.) MICHAEL HEPNER; YES INVESTMENT RELATED; 5380 GRANDE PALM CIR, DELRAY BEACH, FL 33484; INSURANCE SALES; OWNER; START DATE 05/2012; APPOX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING. 2.) HEPNER, INC; NO INVESTMENT RELATED; 2125 CENTER AVE, S606, FORT LEE, NJ 07024; INSURANCE SALES; OWNER; START DATE 02/2016; APPOX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING. 3.) LEGACY RETIREMENT ADVISORS INC LEGACY RETIREMENT ADVISORS; YES INVESTMENT RELATED; 2125 CENTER AVE, S606, FORT LEE, NJ 07024; INSURANCE SALES; CO-OWNER; START DATE 09/2014; APPOX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-14 |
| S65 | Uniform Investment Adviser Law Examination | 2011-01-03 |
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