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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New Orleans | LA | 03/2012 | 02/2018 |
| Nylife Securities Llc | New Orleans | LA | 07/2012 | 12/2019 |
| New York Life Insurance Co | Charlotte | NC | 02/2018 | 12/2019 |
| Lincoln Investment Planning | Fort Washington | PA | 12/2019 | 05/2022 |
| Pruco Securities, Llc | Metairie | LA | 05/2022 | 11/2024 |
| The Prudential Insurance Co. Of America | Metairie | LA | 05/2022 | 11/2024 |
| Lpl Enterprise, Llc | Hendersonville | NC | 11/2024 | 07/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2026 | Present |
| J Biance Financial | Hendersonville | NC | 07/2025 | Present |
| J Biance Wealth Management | Hendersonville | NC | 03/2026 | Present |
1) J Biance Financial; Not Investment Related; 735 5th Ave West Hendersonville, NC 28739; Insurance; Agent; 7/1/2025; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours. 2) Steps to Hope; Not Investment Related; 232 E Mills St. Columbus, NC 28772; Non-profit Domestic Abuse Shelter; Board Member/Assistant Treasurer; 7/15/2025; Approx. 3hrs/Mo; 0hrs/Mo during Securities Trading Hours. 3) Estate Planning Documents Services; Not Investment Related; 735 5th Ave., Hendersonville NC 28739; Estate Planning; Facilitator; 7/15/2026; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. 4) St. John the Baptist Catholic Church; Not Investment Related; 180 Laurel Ave, Tryon, NC 28782; Church Financial Council; Member; 2/28/2025; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; The finance council helps advise our pastor on financial decisions related to running our church. I do not have any check writing authority.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-12 |
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