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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-19 |
Branch Locations
2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States
6342 Sw Hodges Rd, Auburn, KS 66402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Excel | Topeka | KS | 01/2016 | 02/2018 |
| Capitol Federal Savings Bank | Topeka | KS | 02/2018 | 02/2021 |
| Advisors Excel | Topeka | KS | 02/2021 | Present |
| Ae Wealth Management | Topeka | KS | 07/2021 | Present |
| Golden Asset Management | Topeka | KS | 07/2021 | Present |
| Washburn University | Topeka | KS | 01/2012 | 12/2016 |
1.) ADVISORS EXCEL; YES INVESTMENT RELATED; 2950 SW MCCLURE RD, TOPEKA, KS 66614; INSURANCE SALES; DIRECTOR OF SALES AND MARKETING; START DATE 02/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-01 |
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