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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-20 |
| AL | RA | APPROVED | 2025-02-19 |
Branch Locations
305 Quality Circle Nw Suite B, Huntsville, AL 35806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Chattanooga | TN | 06/2020 | 02/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2025 | Present |
| Academy Sports And Outdoors | Chattanooga | TN | 09/2023 | 05/2024 |
| Wg Financial Group | Huntsville | AL | 02/2025 | Present |
| Columbia State Community College | Columbia | TN | 08/2021 | 05/2023 |
| University Of Tennessee At Chattanooga | Chattanooga | TN | 08/2023 | Present |
| High School Student | Nolensville | TN | 08/2015 | 05/2020 |
WG Financial Group; Yes Investment Related; 305 Quality Cir NW Suite B, Hunstville AL 35806; Wealth Management Services and Insurance Services; Paraplanner; 2/2025; 15hrs/Mo; 15hrs/Mo during Securities Trading Hours; Assist in the creation of financial plan and other client services. Selling Insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
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