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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-11-10 |
| OH | RA | APPROVED | 2022-02-04 |
| IN | RA | APPROVED | 2022-02-03 |
| MI | RA | APPROVED | 2022-02-03 |
| MN | RA | APPROVED | 2022-02-03 |
| IL | RA | APPROVED | 2022-01-18 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 03/2020 | 01/2022 |
| Ev Federal, Llc | Valley Park | MO | 08/2017 | 11/2021 |
| Aon Benfield | Chicago | IL | 07/2015 | 08/2017 |
| Fefa Asset Management, Llc | Valley Park | MO | 03/2020 | 11/2021 |
| Fefa Advisors Llc (Previously Ev Federal, Llc ) | Valley Park | MO | 12/2021 | 01/2022 |
| Apex Wealth Management, Llc | Chicago | MI | 08/2017 | Present |
1) Apex Wealth Management; INSURANCE SALES; Retirement Planner; ; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES; Similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-29 |
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