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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-06
  • OH RA
    APPROVED
    Since 2024-02-06

Branch Locations

6161 Riverside Dr Ste A, Dublin, OH 43017 • United States

One Russell Place, Dayton, OH 45409 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russell Total Wealth And Wellness Dayton OH 12/2021 Present
Unemployed Dayton OH 12/2019 05/2020
Katterhenry Investment Group Dayton OH 05/2019 12/2019
State Of Ohio Columbus OH 08/2018 04/2019
Ohio State University Dayton OH 09/2015 06/2019
Arkadios Capital Atlanta GA 09/2022 03/2024
Arkadios Wealth Advisors Atlanta GA 09/2022 03/2024
Kalos Capital, Inc./Kalos Management Alpharetta GA 12/2021 09/2022
Ae Wealth Management, Llc Topeka KS 02/2024 Present
Wright State University Dayton OH 05/2020 07/2023
  • 12/2021 → Present
    Russell Total Wealth And Wellness
    Dayton, OH
  • 12/2019 → 05/2020
    Unemployed
    Dayton, OH
  • 05/2019 → 12/2019
    Katterhenry Investment Group
    Dayton, OH
  • 08/2018 → 04/2019
    State Of Ohio
    Columbus, OH
  • 09/2015 → 06/2019
    Ohio State University
    Dayton, OH
  • 09/2022 → 03/2024
    Arkadios Capital
    Atlanta, GA
  • 09/2022 → 03/2024
    Atlanta, GA
  • 12/2021 → 09/2022
    Kalos Capital, Inc./Kalos Management
    Alpharetta, GA
  • 02/2024 → Present
    Topeka, KS
  • 05/2020 → 07/2023
    Wright State University
    Dayton, OH
Previous Registrations
  • 2022-09-14 → 2024-03-29
    Dayton, OH
  • 2022-05-17 → 2022-09-08
    Kalos Management
    Dayton, OH
    Ponte Vedra Beach, FL
Other Businesses

1.) Russell Total Wealth & Wellness; Yes Investment Related; One Russell Place, Dayton, OH 45409; Insurance Sales; POSITION Producer/Agent; START DATE: 12/2021; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
  • S66 Uniform Combined State Law Examination
    2022-05-16
Other Names
  • William Burke
  • William Edward Burke

View on SEC IAPD

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