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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Fallston | MD | 07/2019 | 12/2022 |
| Appreciation Financial | Fallston | MD | 09/2017 | 06/2019 |
| Your Insurance Group | Pylesville | MD | 02/2014 | 09/2017 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | 05/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2025 | Present |
| Alto Financial Group | Monroeville | PA | 05/2023 | Present |
| Jasxel On The Hill Llc | Forest Hill | MD | 03/2023 | Present |
1) Alto Financial Group; Yes Investment Related; 4099 William Penn Highway Monroeville PA 15146; Insurance Products; Insurance Agent/Advisor; 5/2023; 160hrs/Mo; 130hrs/Mo during Securities Trading Hours. I meet with clients and can offer insurance products like life insurance and annuities. 2) JasXel On The Hill LLC; Not Investment Related; 2516 Rocks Rd Forest Hill MD 21050; Sell crafts and other items on e-commerce platforms like Amazon, Etsy etc.; Owner; 3/2023; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Manage products and inflow and outflow of them. 3) EncorEstate Plans; Not Investment Related; 113 Cherry St. Seattle, WA 98014; Online Estate Planning Service; Vendor; 11/17/2025; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; EncorEstate Plans is an online estate planning service providing legal information to financial advisors and their clients. We are not a law firm and do not provide legal advice in the process of creating estate plan documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-11 |
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