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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-21
TX RA APPROVED 2026-07-09
  • FL RA
    APPROVED
    Since 2026-07-21
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

Pensacola, FL • United States

3155 Gateway Lane, Cantonment, FL 32533 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2007 → Present
    Us Navy
    Pensacola, FL
  • 10/2025 → 06/2026
    American United Life
    Cantonment, FL
  • 03/2026 → 06/2026
    Oneamerica Securities
    Cantonment, FL
  • 05/2026 → Present
    American Heritage Financial
    Cantonment, FL
  • 03/2026 → Present
    Padgett Private Wealth, Llc
    Pensacola, FL
  • 07/2026 → Present
    Topeka, KS
  • 07/2026 → Present
    Ae Financial Services, Llc
    Topeka, KS
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
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
  • 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
Other Names
  • David Padgett

View on SEC IAPD

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