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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 | 2020-07-02 |
| CA | RA | APPROVED | 2019-04-02 |
Branch Locations
2011 Palomar Airport Rd Ste 302, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Road Llc | Carlsbad | CA | 05/2016 | 06/2019 |
| Comprehensive Advisor Llc | Carlsbad | CA | 05/2016 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 04/2019 | Present |
| American Financial Education Alliance | Concord | NC | 08/2025 | Present |
1.) COMPREHENSIVE ADVISOR LLC; YES INVESTMENT RELATED; 2011 PALOMAR AIRPORT RD,SUITE 302, CARLSBAD, CA 92011; INSURANCE SALES; INSURANCE AGENT; START DATE 04/2016; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING HOURS; INSURANCE SALES AND SERVICES. AMERICAN FINANCIAL EDUCATION ALLIANCE POSITION: Member NATURE: 501(c)3 providing financial education to consumers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2025 ADDRESS: 349 Copperfield Blvd., NE STE-L #106, Concord NC 28025, United States DESCRIPTION: Speaker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-02 |
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