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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-01-25 |
Branch Locations
51 W Vaughn Ave Suite 303, Gilbert, AZ 85233 • 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 |
|---|---|---|---|---|
| Accrue Wealth Designs | Gilbert | AZ | 08/2017 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2021 | Present |
| Cmr Insurance Services, Llc | Mesa | AZ | 01/2007 | 08/2017 |
1.) Accrue Wealth Designs; Yes investment related; 51 West Vaughn Ave, Suite 303, Gilbert AZ 85233; Insurance and Financial Services; Financial Advisor/Insurance Agent; Start Date 08/2017; 160 mo; 160 trading; Insurance and Financial Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
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