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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-06-18 |
Branch Locations
2057 Valleydale Rd Ste 200, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2025 | Present |
| Freedom Financial Group | Birmingham | AL | 10/2024 | Present |
| Broad Financial | Montvale | NJ | 07/2021 | 10/2024 |
| Mazza And More | Brooklyn | NY | 11/2020 | 07/2021 |
| Chabad Israel Center Of The Upper East Side | New York | NY | 08/2020 | 11/2020 |
| Unemployed | New York | NY | 03/2020 | 11/2020 |
| Mr. Broadway | New York | NY | 12/2019 | 02/2020 |
| Amsterdam Burger Nyc | New York | NY | 08/2019 | 11/2019 |
| Scholastic | New York | NY | 06/2019 | 07/2019 |
| Sunflower Cafe Nyc | New York | NY | 10/2017 | 11/2018 |
| Applebee's Grill + Bar | Hoover | AL | 06/2017 | 08/2017 |
| Yeshiva University | New York | NY | 08/2015 | 05/2019 |
Freedom Financial; Yes Investment Related; 2057 Valleydale Rd, Suite 200, Birmingham AL 35244; Retirement planning services; Client Service Specialist; 12/19/2024; 160hrs/Mo; 160hrs/Mo during Securities Trading Hours; Client services assists advisors with preparing annuity and insurance applications and monitoring the process/working with the clients to ensure the policy issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
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