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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
1301 Riverplace Boulevard Ste 2420, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 09/2025 | Present |
| J Biance Financial | Jacksonville | FL | 01/2024 | Present |
| Fidus Roofing And Construction | St. Augustine | FL | 07/2021 | 01/2024 |
| Cathedral Basilica Of St. Augustine (Diocese Of St. Augustine) | St. Augustine | FL | 09/2009 | 07/2021 |
| St. Joseph Academy (Diocese Of St. Augustine) | St. Augustine | FL | 09/2018 | 07/2021 |
| Berkshire Hathaway Florida Network Realty | St. Augustine | FL | 06/2020 | 07/2021 |
1) J Biance Financial; Yes Investment Related; 1301 Riverplace Boulevard Ste 2420 Jacksonville, FL 32207; Life Insurance; Insurance Agent; 1/2024; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Write life insurance where suitable. 2) Berkshire Hathaway; Not Investment Related; St. Augustine, FL; Real Estate; Referral Agent; 6/2020; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; I can choose to refer potential clients to local realtors. 3) Estate Planning Documents Services; Not Investment Related; 1301 Riverplace Blvd Jacksonville, FL 32207; Estate Planning; Facilitator; 7/13/2026; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Introduce, Coordinate, and provide access to platform for clients to prepare estate planning documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
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