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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Lincoln | NE | 07/2018 | 02/2019 |
| Mutual Of Omaha | Omaha | NE | 02/2019 | 12/2020 |
| Securities America Advisors, Inc. | Omaha | NE | 01/2021 | 07/2022 |
| University Of Nebraska | Omaha | NE | 08/2014 | 12/2018 |
| Futurity First Insurance Group | Omaha | NE | 01/2021 | 07/2022 |
| Scottsdale Wealth Advisory Llc | Scottsdale | AZ | 08/2022 | 01/2023 |
| Sequent Planning Llc | Phoenix | AZ | 01/2023 | 06/2023 |
| Securities America Advisors | Omaha | NE | 07/2023 | 06/2024 |
| Osaic Wealth, Inc. | Tampa | FL | 06/2024 | 05/2025 |
| Union Bank And Trust | Lincoln | NE | 10/2017 | 06/2018 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 06/2025 | 11/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2025 | Present |
| Bayview Wealth Management | Tampa | FL | 12/2025 | Present |
Bayview Wealth Management; Yes, Investment Related; 4950 W Kennedy Blvd, Ste 200, Tampa, FL 33609; Insurance Sales; POSITION Insurance Agent; Start Date 12/2025; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
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