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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-02-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stuart Medical Supply | Canton | MS | 06/2016 | 12/2021 |
| Financial & Tax Architects, Inc. | St Louis | MO | 03/2020 | 10/2024 |
| Advisormax, Llc | St. Louis | MO | 04/2020 | 10/2024 |
| Golden Years Financial, Llc | Madison | MS | 02/2025 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 02/2025 | Present |
| Retired | Canton | MS | 11/2024 | 01/2025 |
Golden Years Financial; Yes, Investment Related; 1300 Hwy 51, Madison, MS 39110; Insurance Sales; POSITION Managing Partner; Start Date 02/2025; Approx. 20 hours a month; Approx. 10 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-21 |
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