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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Insurance Brokers | Kincardine | 06/2009 | 04/2022 | |
| Unemployed | Waldoboro | ME | 04/2022 | 02/2023 |
| Cornerstone Retirement Planning | Waldoboro | ME | 03/2023 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 05/2026 | Present |
Cornerstone Retirement Planning; Yes, Investment Related; 816 Atlantic Hwy, Waldoboro, ME 04572; Insurance Sales; Financial Advisor; Start Date 03/2023; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
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