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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-12-21 |
Branch Locations
4910 Brownsboro Rd Ste 155, Louisville, KY 40222 • United States
10180 Linn Station Rd Ste B125, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2016 | 03/2017 |
| Fwg Investments, Llc | Prospect | KY | 03/2017 | 12/2021 |
| Madison Avenue Securities, Llc | San Diego | CA | 02/2019 | 06/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2021 | Present |
| Family Wealth Strategies, Llc | Louisville | KY | 12/2021 | Present |
1.) Family Wealth Strategies, LLC; Yes Investment Related; 4910 Brownsboro Rd, Ste 155, Louisville, KY 40222; Insurance Sales; Insurance Professional; 12/2021; Approx. 200hrs/Mo; Approx. 160hrs/Mo During Securities Trading Hours; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
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