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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 11/2020 | 03/2022 |
| Western Southern Life | Asheville | NC | 09/2020 | 03/2022 |
| French Broad Outfitters | Asheville | NC | 06/2020 | 08/2020 |
| Unc Asheville | Asheville | NC | 09/2019 | 05/2020 |
| Foundry Hotel | Asheville | NC | 05/2019 | 09/2020 |
| Unc Asheville | Asheville | NC | 09/2018 | 05/2020 |
| Fabtec Inc | Dallas | NC | 05/2018 | 08/2018 |
| Autobell | Charlotte | NC | 05/2017 | 08/2017 |
| Unc Asheville | Asheville | NC | 08/2016 | 05/2020 |
| Ussf Nc | Asheville | NC | 08/2015 | 10/2019 |
| Pruco Securities, Llc | Asheville | NC | 03/2022 | 01/2024 |
| The Prudential Insurance Company Of America | Asheville | NC | 03/2022 | 01/2024 |
| Act Advisors | Asheville | NC | 01/2024 | 10/2024 |
| Big Financial Services Llc | Tampa | FL | 01/2025 | 11/2025 |
| Foundations Investment Advisors | Phoenix | AZ | 01/2025 | 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 | 2022-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-22 |
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