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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 | 2019-03-29 |
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 |
|---|---|---|---|---|
| Eric Steven Brelsford | Oceanside | CA | 04/2012 | 07/2017 |
| Sagepoint Financial | Carlsbad | CA | 02/2015 | 07/2017 |
| Jp Morgan Securities Llc | Fallbrook | CA | 07/2017 | 01/2019 |
| Jp Morgan Chase Bank | Fallbrook | CA | 07/2017 | 10/2017 |
| Eric Steven Brelsford | Carlsbad | CA | 01/2016 | 07/2017 |
| San Diego Tax And Financial Associates | Carlsbad | CA | 08/2016 | 12/2016 |
| Forte Academy Of The Arts | Vista | CA | 06/2015 | 12/2016 |
| Jpmorgan Chase Bank, N.A | Fallbrook | CA | 10/2017 | 01/2019 |
| Unemployed | Oceanside | CA | 01/2019 | 03/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2019 | Present |
| Comprehensive Advisor Llc | Carlsbad | CA | 03/2019 | Present |
1.) COMPREHENSIVE ADVISOR LLC; YES INVESTMENT RELATED; 2011 PALOMAR AIRPORT RD, SUITE 302, CARLSBAD, CA 92011; INSURANCE SALES; ASSOCIATE ADVISOR; START DATE 03/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-20 |
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