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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-20
  • SC RA
    APPROVED
    Since 2025-03-20

Branch Locations

671 Jamestown Dr Ste 206B, Murrells Inlet, SC 29576 • United States

1000 Sea Mountain Hwy, North Myrtle Beach, SC 29582 • 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
S. Squire Financial Solutions North Myrtle Beach SC 09/2019 Present
Symmetry Financial Group Ashville NC 01/2017 06/2019
Custom Sportswear Inc Sewell NJ 02/2015 12/2016
Catch Restaurant And Bar Longport NJ 05/2014 09/2019
Ae Wealth Management, Llc Topeka KS 03/2025 Present
  • 09/2019 → Present
    S. Squire Financial Solutions
    North Myrtle Beach, SC
  • 01/2017 → 06/2019
    Symmetry Financial Group
    Ashville, NC
  • 02/2015 → 12/2016
    Custom Sportswear Inc
    Sewell, NJ
  • 05/2014 → 09/2019
    Catch Restaurant And Bar
    Longport, NJ
  • 03/2025 → Present
    Topeka, KS
Previous Registrations
Other Businesses

S Squire Financial Solutions; Yes Investment Related; 1000 Sea Mountain Hwy, North Myrtle Beach, SC 29582; Life Insurance/Annuity; Insurance Agent; 09/2019; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Life Insurance and Annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-15
  • S65 Uniform Investment Adviser Law Examination
    2024-07-15

View on SEC IAPD

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