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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-08 |
Branch Locations
940 Lake Shore Dr, The Villages, FL 32162 • United States
5331 Spring Hill Dr, Spring Hill, FL 34606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baum Financial Services | Spring Hill | FL | 01/2018 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2024 | Present |
| Scott Barnwell State Farm | Spring Hill | FL | 01/2016 | 12/2018 |
Baum Financial Services; Yes, Investment Related; 5331 Spring Hill Dr, Spring Hill, FL 34606; Insurance Sales; POSITION Insurance Agent & Tax Prep; Start Date 01/2018; Approx. 120 hours a month; Approx. 120 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-21 |
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