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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| AZ | RA | APPROVED | 2018-08-30 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2016 | 08/2018 |
| Saturn Wealth, Llc | Gilbert | AZ | 05/2016 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 08/2018 | Present |
| Author | Gilbert | AZ | 02/2023 | Present |
1.) SATURN WEALTH, LLC; YES INVESTMENT RELATED; 1166 E WARNER RD, SUITE 213, GILBERT, AZ 85296; INSURANCE SALES; PRESIDENT; START DATE 05/2016; APPROX 144 HRS/MONTH; APPROX 144 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES 2.) INSTITUTE FOR WOMEN'S FINANCIAL EDUCATION; INVESTMENT-RELATED; 1166 E. WARNER RD., SUITE 213, GILBERT, AZ 85296; FINANCIAL EDUCATION; MANAGER; 12/2018; 1 HOUR PER MONTH; 1 HOUR PER MONTH; HOSTING EDUCATIONAL WORKSHOPS 3.) SOFA (SOCIETY OF FINANCIAL AWARENESS); NOT INVESTMENT-RELATED; 3914 MURPHY CANYON RD., SUITE A125, SAN DIEGO, CA 92123; AN EDUCATION NON-PROFIT FOR FINANCIAL LITERACY.; MEMBER; START DATE: 01/01/2022; APPROX 1-5 HRS/MONTH; APPROX 00 HRS/MONTHS DURING TRADING; PRESENTING INFORMATION ON FINANCIAL SUBJECTS. 4.) AUTHOR; NOT INVESTMENT RELATED; 1166 E WARNER RD #213 GILBERT, AZ 85296; AUTHORED A BOOK; PRESIDENT; 2/20/2023; 2 HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; MARKETING THE BOOK TO PROSPECTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-13 |
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