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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2026 | Present |
| J Biance Financial | Greer | SC | 04/2024 | Present |
| J Biance Wealth Management | Greer | SC | 06/2026 | Present |
| Purpose Equity | Columbia | SC | 05/2021 | 03/2024 |
| D'ALberto Graham & Grimsley | Columbia | SC | 09/2017 | 03/2024 |
| Neumann Law Firm | Brevard | NC | 06/2015 | 09/2017 |
ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 211 RANDALL STREET GREER, SC 29651; 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 | 2026-06-02 |
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