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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2022-10-20 |
| CA | RA | APPROVED | 2019-03-04 |
Branch Locations
3000 Lava Ridge Ct Ste 120, Roseville, CA 95661 • United States
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 |
|---|---|---|---|---|
| Crossroads Capital Management, Inc. | Carlsbad | CA | 07/2011 | 02/2019 |
| Monolith Financial Group, Inc. | Roseville | CA | 04/2005 | Present |
| Advisors Plus, Llc | Carlsbad | CA | 02/2010 | Present |
| Jcg Investments, Llc | Lincoln | CA | 07/2014 | 08/2020 |
| Ae Wealth Management | Topeka | KS | 03/2019 | Present |
| Afea | Concord | NC | 01/2025 | Present |
1. MONOLITH FINANCIAL; INVESTMENT RELATED; 3000 LAVA RIDGE CT, STE 120, ROSEVILLE, CA 95661; INSURANCE SALES; CEO; 4/2005; 160 HOURS PER MONTH; 160 HOURS DURING SECURITIES TRADING HOURS; INSURANCE SALES 2. AFEA; Not Investment Related; 349 Copperfield Blvd NE STE-L #106, Concord NC 28025; Educational Based; Coach; Start Date 01/2025; 4 Hours per Month; 0 Hours during Securities Trading Hours; Coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-26 |
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