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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-21
  • PA RA
    APPROVED
    Since 2023-03-21

Branch Locations

215 N Main St, Shrewsbury, PA 17361 • United States

2109 Market St, Camp Hill, PA 17011 • United States

1850 William Penn Way Suite 208, Lancaster, PA 17601 • United States

1603 Rodney Rd, York, PA 17408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 01/2016 02/2023
Bank Of America, N.A Pennington NJ 05/2016 02/2023
Ilgenfritz Financial Group York PA 02/2023 Present
Ae Wealth Management, Llc Topeka KS 03/2023 Present
Previous Registrations
Other Businesses

1.) Ilgenfritz Financial Group; Yes Investment Related; 1603 Rodney Road York, PA 17408; Insurance Sales; Associate Financial Advisor; START DATE: 02/2023; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-16
  • S66 Uniform Combined State Law Examination
    2016-05-16

View on SEC IAPD

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