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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-21 |
| FL | RA | APPROVED | 2020-06-23 |
Branch Locations
940 Lake Shore Dr Ste 100, The Villages, FL 32162 • United States
5331 Spring Hill Dr, Spring Hill, FL 34606 • United States
Lutz, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 03/2012 | Present |
| Baum Financial Services | Spring Hill | FL | 03/2012 | Present |
| Baum Wealth Management | Spring Hill | FL | 06/2020 | Present |
| Costa Rica Land Capital Partners | Spring Hill | FL | 06/2020 | Present |
1) BAUM FINANCIAL SERVICES; YES INVESTMENT RELATED; 5331 SPRING HILL DR, SPRING HILL, FL 34606 ; INSURANCE SALES; VP OF OPERATIONS AND ASSOCIATES PRODUCER; START DATE 03/2012; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2) Costa Rica Land Capital Partners; Yes Investment Related; 5331 Spring Hill Dr, Spring Hill FL 34606; Marketing IT Operations; Marketing Support; Start Date; 06/2020; Approx 4 Hrs/Mo; Approx 0 Securities hours; Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-05 |
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