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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 |
| NC | RA | APPROVED | 2022-04-26 |
| SC | RA | APPROVED | 2022-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fraternus | Greenville | SC | 08/2016 | 09/2018 |
| Retirement Clearinghouse | Charlotte | NC | 09/2018 | 05/2019 |
| Portrait Innovations | Greenville | SC | 09/2016 | 09/2017 |
| Aig Retirement Services | Columbia | SC | 05/2019 | 03/2022 |
| J. Biance Wealth Management, Llc | Hendersonville | NC | 03/2022 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 04/2022 | Present |
1) J. Biance Wealth Management; Yes Investment Related; 211 Randall St. Greer, SC 29651; Annuities and Life Insurance; Wealth Management Advisor; 3/2022; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; Sell annuities and life insurance. 2) Estate Planning Documents Services; Not Investment Related; 211 Randall St. Greer, SC 29651; Estate Planning; Facilitator; 7/13/2026; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Introduce, Coordinate, and Provide access to platform for clients to prepare estate planning documents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
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