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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-17 |
Branch Locations
730 Cool Springs Blvd Ste 140, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pivotal Financial And Insurance Services, Llc | Franklin | TN | 01/2010 | Present |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 10/2015 | 06/2026 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2026 | Present |
| Estate Planning Document Services | Franklin | TN | 12/2025 | Present |
1. Pivotal Financial and Insurance Services, LLC; Yes, Investment Related; 730 Cool Springs Blvd, Ste 140, Franklin, TN 37067; Insurance Sales; POSITION Agent; Start Date 01/1999; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services. 2. Estate Planning Document Services; Not Investment Related; 730 Cool Springs Blvd, Ste 140, Franklin, TN 37067; Estate Planning Document Services; CEO; Start Date: 12/2025; Approx. 0 hours a month; Approx. 0 hours during trading; Estate Planning Document Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
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