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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord High School | Concord | NC | 05/2018 | 05/2020 |
| Concord Swim Club | Concord | NC | 05/2019 | 07/2019 |
| Colorworld Housepainting | Concord | NC | 05/2020 | 08/2020 |
| University Of North Carolina At Wilmington | Wilmington | NC | 08/2020 | 05/2024 |
| Signature Transportation Services | Harrisburg | NC | 05/2021 | 08/2021 |
| Cameron School Of Business | Wilmington | NC | 12/2022 | 05/2024 |
| The Wall Printer | Wilmington | NC | 01/2023 | 08/2024 |
| Tilia Fiduciary Partners, Inc. | Wilmington | NC | 09/2024 | 09/2025 |
| Tilia Fiduciary Partners, Inc. | Wilmington | NC | 01/2025 | 09/2025 |
| Rockhill High School | Rockhill | SC | 08/2016 | 05/2018 |
| Carolina Retirement Planners | Wilmington | NC | 10/2025 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2026 | Present |
| Take It Away Trash Valet, Llc | Wilmington | NC | 10/2025 | Present |
1. Take It Away Trash Valet, LLC; Investment Related: No; 1800 Eastwood Rd, Wilmington, NC 28403; Residential Trash Pick-Up Service; Managing Owner; Start Date 10/2025; Approx hours per month: 0; Approx hours during trading: 0; Trash service operations, accounting & sales/marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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