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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| AZ | RA | APPROVED | 2023-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | Phoenix | AZ | 01/2019 | 06/2019 |
| Self-Employed Tutoring | Guangzhou | 07/2018 | 12/2018 | |
| Jiaxin Xishan Primary School | Guangzhou | 09/2014 | 07/2018 | |
| Unemployed | Phoenix | AZ | 07/2019 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Chandler | AZ | 11/2020 | 01/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2023 | Present |
| Pacific Capital Resource Group | Scottsdale | AZ | 10/2019 | 10/2020 |
| Oxford Retirement And Estate Planning | Sun City | AZ | 01/2023 | Present |
| Dare To Retire U | Sun City | AZ | 01/2023 | Present |
1.) Hybrid Retirement Solutions DBA Oxford Retirement and Estate Planning; Yes Investment Related; 10699 West Bell Road, Sun City AZ 85351; Insurance Sales, Wealth Manager, Start Date 01/2023; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services 2.) DARE TO RETIRE U; Yes Investment Related; 10699 West Bell Road, Sun City AZ 85351; Educational Marketing; Instructor; Start Dated 01/2023; Approx. 08 hours a month; Approx. 08 hours during trading; Educational Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
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