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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Bend | OR | 10/2009 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | 11/2025 |
| Summit Financial Group Inc | Bend | OR | 10/2009 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2025 | Present |
| Bahati Incorporated Dba Bluepinefinancial | Sisters | OR | 10/2025 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 05/2021 | 06/2023 |
1) DVM INVESTMENT SERVICES LLC; YES INVESTMENT RELATED; 1126 NW KNOXVILLE CT, BEND, OR 97703; INSURANCE/ANNUITY SALES; OWNER; 1/2019; 160HRS/M130HRS/MO DURING SECURITIES TRADING HOURS; PROVIDE FINANCIAL SERVICES OF MY CLIENTS. 2) DVM INVESTMENT RENTALS, LLC; NOT INVESTMENT RELATED;1126 NW KNOXVILLE CT, BEND, OR 97703; RENTAL PROPERTY OWNERSHIP AND RENTAL INCOME; OWNER; 1/2024; 5HRS/MO; 0HRS/MO DURING SECURITIES TRADIHOURS; COMMUNICATE AND DEAL WITH FINANCIAL MATTERS WITH AUSTIN PROPERTY MANAGEMENT, THE PROPERTY MANAGER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-01 |
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