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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
4425 Plano Pkwy Ste 101, Carrollton, TX 75010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 01/2025 | Present |
| Strategic Estate Planning Services | Carrollton | TX | 01/2024 | Present |
| Hillwood, A Perot Company | Dallas | TX | 09/2019 | 10/2023 |
| United States Marine Corps | Abuje | XX | 09/2014 | 09/2019 |
1) Strategic Estate Planning Services; Yes Investment Related; 4425 Plano Pkwy Ste 101 Carrollton, TX 75010; Insurance Business; Insurance Agent; 1/2024; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Assist Agents in determining suitable recommendations for annuities in retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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