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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tarkenton Financial | Atlanta | GA | 02/2010 | Present |
| Philip Allen, Inc | Greenville | SC | 10/2012 | Present |
| Capital Investment Group, Inc. | Raleigh | NC | 01/2016 | 09/2017 |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2017 | 12/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2021 | Present |
| Kincaid Retirement And Wealth Management | Greenville | SC | 04/2019 | Present |
| Kfs, Llc | Greenville | SC | 11/2024 | Present |
| Ae Medicare Partnership Program | Greenville | SC | 01/2025 | Present |
| Author | Greenville | SC | 03/2025 | Present |
| Kincaid Property Management, Llc | Greenville | SC | 05/2025 | Present |
1. KINCAID RETIREMENT & WEALTH MANAGEMENT DBA KINCAID WEALTH, LLC; INV RELATED:YES; ADDRESS:9 CALEDON COURT, STE B. GREENVILLE, SC 29615; NATURE:INSURANCE/ANNUITIES/SECURITIES; POSITION:CEO/SALES PRODUCER ; START DATE:3/26/2019; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES: SALES, MANAGEMENT OF LLC/BUSINESS 2. KFS, LLC; Yes Investment Related; 9 Caledon Court, Ste 9, Greenville SC 29681; AUM Commissions; Owner; Start Date: 11/2024; 30 Hours per Month; 30 Hours During Trading; Producer. 3. AE MEDICARE PARTNERSHIP PROGRAM; Not Investment Related; 9 Caledon Court, Ste 9, Greenville SC 29681; Referral Partner; Agent; Start Date: 01/2025; 1 Hour per Month; 1 Hour during Trading Hours; Referral Partner. 4. Author; Not Investment Related; 9 Caledon Court, Ste 9, Greenville SC 29681; Author of published book; Position: Author; Start Date: 3/3/2025; Hours/Month 0; Trading Hours/Month 0; Author. 5. Kincaid Property Management, LLC; Investment Related; 9 Caledon Court, Ste B, Greenville SC 29615; Nature: Land purchase for future office; Position: CEO/Owner; Start Date: 5/2025; Approx. 0 Hours/Month; Approx. 0 Trading Hours; Duties: Land Ownership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-21 |
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