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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-16 |
| CA | RA | APPROVED | 2024-03-13 |
Branch Locations
915 North Michigan Avenue Ste 101, Howell, MI 48843 • United States
2723 S Ste St Ste 150, Ann Arbor, MI 48104 • United States
500 La Terraza Blvd, Escondido, CA 92025 • 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 |
|---|---|---|---|---|
| Lakeside Community Presbyterian Church | Lakeside | CA | 09/2015 | 12/2016 |
| Thrivent Investment Management Inc | Vista | CA | 12/2017 | 08/2023 |
| Doctible | San Diego | CA | 05/2016 | 05/2017 |
| Ramano's Macaroni Grill | Escondido | CA | 08/2017 | 01/2018 |
| Thrivent Financial | Appleton | WI | 01/2018 | 05/2018 |
| Thrivent Financial | Appleton | WI | 05/2018 | 08/2023 |
| Endependence Financial | Escondido | CA | 08/2023 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 03/2024 | Present |
1.) Endependence Financial; Yes Investment Related; 500 La Terraza Blvd, Escondido, CA 92025; Insurance Sales; POSITION Financial Advisor; START DATE: 08/2023; Approx. 80 hours a month; Approx. 0 hours during trading; Insurance Sales and Services. 2.) Estate planning document services, 500 La Terraza Blvd, Escondido, CA 92025, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 01/2026, Approx hours per month: 30, Hours during trading: 20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-26 |
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