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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Monroeville | PA | 09/2019 | 11/2022 |
| Appreciation Financial | Henderson | NV | 08/2017 | 01/2022 |
| Law Office Of Larry R Daniels Iii Esq | Cranford | NJ | 08/2017 | Present |
| City Of Newark Law Department | Newark | NJ | 10/2015 | 08/2017 |
| Encompass More Asset Management Llc | Danville | CA | 04/2023 | 05/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2025 | Present |
| C-Suite For Christ | Colgate | WI | 12/2024 | Present |
| Alto Financial Group | Cranford | NJ | 07/2013 | Present |
1) Alto Financial Group; Yes Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Sale of Life Insurance, LTC Products, Fixed and Fixed-Indexed Annuities; Agency Coach/Partner/Insurance Agent; 10/2012; 20hrs/Mo; 10hrs/Mo during Securities Trading Hours; Provide Insurance advice to clients and help as needed with training other agents. 2) Law Office of Larry R. Daniels III, Esq.; Not Investment Related; 20 Commerce Drive, Suite 135, Cranford, NJ 07016; Attorney specializing in real estate law; Owner; 8/2017; 30hrs/Mo; 10hrs/Mo during Securities Trading Hours; Conduct reviews of real estate purchases. 3) C-Suite for Christ; Not Investment Related; 683 Dove Court, Colgate, WI 53017; Christian practices in business; New York Market President; 12/2024; 40hrs/Mo; 8hrs/Mo during Securities Trading Hours; Facilitate monthly meetings, conduct training, etc. 4) Estate Planning Documents Services; Not Investment Related; 20 Commerce Drive, Suite 135, Cranford NJ 07016; Estate Planning; Facilitator; 2/13/2026; Approx. 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-20 |
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