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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
Branch Locations
1695 Metropolitan Circle Suite 1, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tallahassee State College | Tallahassee | FL | 11/2015 | 08/2018 |
| Costco | Tallahassee | FL | 08/2018 | 08/2019 |
| Preservation Financial Group | Tallahassee | FL | 08/2019 | Present |
| Ae Wealth Management | Topeka | KS | 11/2025 | Present |
| Preservation Insurance Group, Inc. | Tallahassee | FL | 10/2018 | Present |
| St Homes 123 Llc | Tallahassee | FL | 09/2025 | Present |
| Big Bend Homes Llc | Tallahassee | FL | 09/2025 | Present |
| Brook Trout, Llc | Tallahassee | FL | 09/2025 | Present |
| Geneva Homes Llc | Tallahassee | FL | 09/2025 | Present |
Preservation Insurance Group, Inc.; Yes, Investment Related; 1695 Metropolitan Circle, Suite 1, Tallahassee, FL 32308; Insurance Sales; Agent; Start Date 10/2018; Approx. 100 hours a month; Approx. 70 hours during trading; Insurance Sales and Services. ST HOMES 123 LLC POSITION: agent NATURE: holds real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 1695 Metropolitan Circle Suite 1, Tallahassee FL 32308, United States DESCRIPTION: Real Estate BIG BEND HOMES LLC POSITION: agent NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 1695 Metropolitan Circle Suite 1, Tallahassee FL 32308, United States DESCRIPTION: Real Estate BROOK TROUT, LLC POSITION: agent NATURE: holds real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 1695 Metropolitan Circle Suite 1, Tallahassee FL 32308, United States DESCRIPTION: Real Estate GENEVA HOMES LLC POSITION: agent NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 1695 Metropolitan Circle Suite 1, Tallahassee FL 32308, United States DESCRIPTION: Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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