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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-10 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lotter Group | Newport Beach | CA | 06/2016 | 02/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2019 | 04/2020 |
| Pace Financial And Insurance Services | Westlake Village | CA | 02/2019 | Present |
| Strategy Marketplace Llc | Manchester | MO | 07/2021 | Present |
| Capital Management Services | Manchester | MO | 04/2020 | Present |
1. Pace Financial and Insurance Services; Investment Related; February 2019; 30721 Russell Ranch Road #140 Westlake Village, CA 91362; Insurance sales; Founder & Financial Professional; 02/2019; 100 hrs/month; 160 hours during trading; Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
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