Wendy Jane Wallace

Current Employers

Employment History

• 01/2005 → Present
  Lighthouse Financial Group
  Savannah, GA
• 05/2016 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2015-08-05 → 2016-06-03
  Brookstone Capital Management Llc
  Tybee Island, GA
  Wheaton, IL

Other Businesses

1. Lighthouse Financial Group; Yes, Investment Related; 140 Johnny Mercer Blvd., Suite 2, Savannah GA 31410; Insurance Sales; POSITION Sole Proprietor; Start Date 01/2005; Approx. 140 hours a month; Approx. 140 hours during trading; Insurance Sales and Services. 2. THE SOCIETY FOR FINANCIAL AWARENESS (SOFA); MEMBER; NON-PROFIT; NOT INVESTMENT RELATED; 3914 Murphy Canyon Road, Suite A125 Pass, San Diego, CA 92123; START 07/2020; APPROX HRS/MO - 0; APRROX HRS/MO DURING TRADING - 0. NETWORKING OPPORTUNITIES. 3. Estate planning document services, Address: 140 Johnny Mercer Blvd., Suite 2, Savannah GA 31410, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 07/2025, Approx hours per month: 5, Hours during trading: 5.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-29

Other Names

• Wendy Wallace
• Wendy Riberdy
• Wendy Lanier
• Wendy Ragsdale