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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-18 |
| TX | RA | APPROVED_RES | 2021-04-14 |
| GA | RA | APPROVED | 2021-04-13 |
Branch Locations
11675 Rainwater Drive Ste 600, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Bridges Financial Group | Alpharetta | GA | 10/2014 | 11/2025 |
| Brookstone Capital Management, Llc | Wheaton | IL | 02/2016 | 03/2018 |
| Sound Income Strategies, Llc | Ft. Lauderdale | FL | 03/2018 | 04/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2021 | Present |
| Jb Capital Llc | Alpharetta | GA | 12/2023 | 01/2024 |
| Three Bridges Wealth Management | Alpharetta | GA | 11/2025 | Present |
1.) THREE BRIDGES WEALTH MANAGEMENT; YES INVESTMENT RELATED; 11675 RAINWATER DRIVE SUITE 600, ALPHARETTA, GA 30009; INSURANCE SALES; PRESIDENT, OWNER; 10/2014; APPROX 160HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) THREE BRIDGES FINANCIAL GROUP- FIND A BETTER WAY; NON INVESTMENT RELATED; 1429 MICKELSON CT, DAVENPORT, FL 30040; AUTHOR; OWNER; 01/01/2021; APPROX 1HR/MONTH; APPROX 0HRS/MONTH DURING TRADING; AUTHOR 3.) AMERICAN FINANCIAL EDUCATION ALLIANCE (AFEA); NON INVESTMENT RELATED; 8514 MCALPINE PARK DRIVE, #280, CHARLOTTE, NC 28211; CLASSROOM INSTRUCTOR; 03/31/2022; APPROX 8HRS/MONTH; APPROX 0HRS/MONTH DURING TRADING; CLASSROOM INSTRUCTION FOR FINANCIAL PLANNING. 4.) ESTATE PLANNING DOCUMENT SERVICES; NOT INVESTMENT RELATED; 11675 RAINWATER DRIVE, SUITE 600, ALPHARETTA, GA 30009; ESTATE PLANNING; FACILITATOR; 12/1/2025; APPROX. 2HRS/MO; APPROX. 2HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-20 |
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