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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Navy | Pensacola | FL | 05/2007 | Present |
| American United Life | Cantonment | FL | 10/2025 | 06/2026 |
| Oneamerica Securities | Cantonment | FL | 03/2026 | 06/2026 |
| American Heritage Financial | Cantonment | FL | 05/2026 | Present |
| Padgett Private Wealth, Llc | Pensacola | FL | 03/2026 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2026 | Present |
| Ae Financial Services, Llc | Topeka | KS | 07/2026 | Present |
1. American Heritage Financial; 3155 Gateway Ln, Cantonment, FL 32533, Non-Variable Insurance; Agent; Start Date 5/2026; Investment-Related; Approx 40 Hrs/Month, 40 Hrs/Month during trading hours; Insurance Sales and Services. 2. US Navy; 150 Hase Rd; Pensacola, FL 32508; US Military; Officer; Start Date 5/2007; Not Investment-Related; Approx 120 Hrs/Month, 80 Hrs/Month during trading hours. 3. Padgett Private Wealth, LLC; Pensacola, FL; Pass-through LLC for income; MGR; Start Date: 03/2026; Investment Related; Approx 80 hrs/month, Approx 80 hrs/month during trading hours. 4. AE Financial Services LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services. 5. AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 07/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
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