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8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-29 |
| PA | RA | APPROVED | 2023-11-22 |
Branch Locations
6043 W Laurie Lane #1, Glendale, AZ 85302 • United States
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village | CO | 08/2018 | 11/2018 |
| Student | New Castle | PA | 08/2002 | 05/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2020 | 04/2021 |
| Capital A Financial & Insurance Associates, Inc. | Cranberry Twp | PA | 01/2020 | 01/2020 |
| Unemployed | New Castle | PA | 05/2018 | 08/2018 |
| Unemployed | New Castle | PA | 11/2018 | 01/2020 |
| Capital A Insurance, Llc | New Castle | PA | 01/2020 | 04/2021 |
| Capital A Wealth Management, Llc | New Castle | PA | 01/2020 | 04/2021 |
| Rebich Investments | Edinboro | PA | 04/2021 | 06/2021 |
| Unemployed | New Castle | PA | 07/2021 | 09/2021 |
| Capital A Wealth Managment, Llc | Cranberry Township | PA | 10/2021 | 10/2023 |
| Capital A Insurance, Llc | New Castle | PA | 10/2021 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 08/2022 | 11/2023 |
| Capital A Wealth Management | New Castle | PA | 11/2023 | 12/2024 |
| Capital A Wealth Management | Cranberry Township | PA | 01/2025 | Present |
1. CAPITAL A INSURANCE, LLC; YES INVESTMENT RELATED; 312 N JEFFERSON ST, NEW CASTLE, PA 16101; INSURANCE SALES; PARAPLANNER; START DATE 10/2021; APPROX 40 HRS/MONTH; APPROX 35 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
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