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Larry Rufus Daniels

Ae Wealth Management, LLC

Cranford, NJ

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-15
  • NJ RA
    APPROVED
    Since 2025-05-15

Branch Locations

20 Commerce Dr Ste 135, Cranford, NJ 07016 • 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
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
  • 09/2019 → 11/2022
    Monroeville, PA
  • 08/2017 → 01/2022
    Appreciation Financial
    Henderson, NV
  • 08/2017 → Present
    Law Office Of Larry R Daniels Iii Esq
    Cranford, NJ
  • 10/2015 → 08/2017
    City Of Newark Law Department
    Newark, NJ
  • 04/2023 → 05/2025
    Danville, CA
  • 05/2025 → Present
    Topeka, KS
  • 12/2024 → Present
    C-Suite For Christ
    Colgate, WI
  • 07/2013 → Present
    Alto Financial Group
    Cranford, NJ
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-20
  • S65 Uniform Investment Adviser Law Examination
    2019-07-20

View on SEC IAPD

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