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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| MI | RA | APPROVED | 2018-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James J. Morrison & Associates Dba Morrison Financial Group | Coldwater | MI | 05/1991 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 08/2018 | Present |
1.) JAMES J. MORRISON & ASSOCIATES DBA MORRISON FINANCIAL GROUP; YES INVESTMENT RELATED; 163 E CHICAGO RD, COLDWATER, MI 49036; INSURANCE SALES; DIRECTOR OF OPERATIONS; START DATE 05/1991; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) OVID TOWNSHIP PLANNING COMMISSION; NOT INVESTMENT RELATED; 381 SOUTH ANGOLA ROAD, COLDWATER, MI, 49036; UPHOLDS ZONING LAWS AND REGULATIONS; SECRETARY; START DATE 01/2018; APPROX 1 HRS/MONTH, APPROX 0HRS/MONTH DURING TRADING; SECRETARIAL DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-25 |
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