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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-10-17 |
Branch Locations
1911 Noble St., Anniston, AL 36201 • United States
4000 Eagle Point Corporate Dr., Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Financial Group | Anniston | AL | 10/2017 | Present |
| Equis Financial | Birmingham | NC | 11/2016 | 11/2017 |
| New York Life | Birmingham | AL | 11/2015 | 11/2016 |
| Ae Wealth Management | Topeka | KS | 10/2025 | Present |
Apex Financial Group; Yes, Investment Related; 1911 Noble St. Anniston, AL 36201; Insurance Sales; POSITION Founder; Start Date 10/17; Approx. 20 hours a month; Approx. 15 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-23 |
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