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4509 Maplecrest Road, Fort Wayne, IN 46835 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Benefits And Planning, Llc Dba Collier Financial | Fort Wayne | IN | 05/2001 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 11/2015 | 07/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2018 | 04/2021 |
| Maripau Wealth Management Llc | Fort Wayne | IN | 04/2021 | Present |
SENIOR BENEFITS AND PLANNING, LLC DBA COLLIER FINANCIAL; YES INVESTMENT RELATED; 4509 MAPLECREST RD, FORT WAYNE, IN, 46835; INSURANCE SALES; PRESIDENT; START DATE 05/2001; APPROX 80 HRS/MONTH; APPROX 80 HOURS DURING TRADING; BUSINESS OPERATION, STAFFING, BUDGETING, AND INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-26 |
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