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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluegreen Vacations | Peoria | AZ | 05/2019 | 10/2019 |
| Student | Peoria | AZ | 08/2015 | 12/2022 |
| The Stock Shop | Glendale | AZ | 04/2020 | 07/2020 |
| Papa Murphys | Peoria | AZ | 07/2020 | 08/2020 |
| The Cross Eyed Cricket Watering Hole | Peoria | AZ | 11/2020 | Present |
| Pilot Flying J | Bellmont | AZ | 01/2022 | 02/2022 |
| Cooney Carpentry Inc | Flagstaff | AZ | 02/2022 | 05/2022 |
| Collins Irish Pub | Flagstaff | AZ | 08/2022 | 12/2022 |
| Oxford Retirement & Estate Planning | Sun City | AZ | 03/2025 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2025 | Present |
| Dare To Retire U | Sun City | AZ | 03/2025 | Present |
| Umami Bbq & Sushi | Phoenix | AZ | 07/2024 | 10/2024 |
1. Hybrid Retirement Solutions dba Oxford Retirement & Estate Planning; Yes, Investment Related; 10699 W Bell Rd, Sun City, AZ 85351; Insurance Sales; POSITION Wealth Manager/Advisor; Start Date 03/2025; Approx. 175 hours a month; Approx. 100 hours during trading; Insurance Sales and Services. 2. Dare to Retire U; Not Investment Related; 10699 W Bell Rd, Sun City, AZ 85351; Adult Education; Instructor; Start Date 03/2025; Approx hours per month: 8; Approx hours during trading: 0; Teach adult financial education classes. 3. The Cross Eyed Cricket Watering Hole; Investment Related: No; 28615 N El Mirage Rd, Peoria, AZ 85383; Service Industry; Bartender; Start Date 11/2020; Approx hours per month: 25; Approx hours during trading: 0; Bartending.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
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