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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
717 Highway 287 N Ste 601, Mansfield, TX 76063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biltmore Financial Services, Inc. | Mansfield | TX | 07/2008 | Present |
| Regal Investment Advisors | Mansfield | TX | 09/2015 | 10/2018 |
| Triumph Wealth Advisors, Inc. | Woodstock | GA | 10/2018 | 11/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2023 | Present |
1) Biltmore Financial Services, Inc; Yes Investment Related; 717 Highway 287 N, Ste 601 Mansfield, TX 76063; Annuities & Life Insurance; Managing Director; 07/2008; 176hrs/Mo; 130hrs/Mo during Securities Trading Hours. Selling Annuities & Life Insurance. 2) Harvesting in Mansfield Food Bank; Non Investment Related; 150 S 6th Ave Mansfield, TX 76063; Non-Profit Food Bank; Committee Member; 1hrs/Mo; 0hrs/Mo during Security Trading Hours. Speak at events and contributes annually as a donor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-05 |
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