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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-16 |
Branch Locations
545 S Pine St, Sebring, FL 33870 • United States
1301 Riverplace Blvd Ste 2420, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 12/2019 | Present |
| J. Biance Financial | Sebring | FL | 02/2019 | Present |
| Hardee County Family Ymca | Wauchula | FL | 06/2017 | 02/2019 |
| Sun'n Lake Improvement District | Sebring | FL | 05/2013 | 05/2017 |
1.) J. Biance Financial; Yes Investment Related; 545 S Pine Street, Sebring, FL 33870; Insurance Sales; Associate Advisor; 02/2019; Approx. 160hrs/Mo; Approx.160hrs/Mo during Trading; Insurance Sales and Services. 2.) Estate Planning Documents Services; Not Investment Related; 1301 Riverplace Blvd, Suite 2420 Jacksonville, FL 32207; Estate Planning; Facilitator; 7/13/2026; Approx. 1hr/Mo; Approx. 1hr/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 | 2019-11-11 |
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