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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 | 2024-10-21 |
| CA | RA | APPROVED | 2023-06-26 |
Branch Locations
16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Securities | Ann Arbor | MI | 08/2014 | 06/2023 |
| Titan Financial & Insurance Services, Inc. | Huntinton Beach | CA | 04/2004 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 06/2023 | Present |
1.) TITAN FINANCIAL & INSURANCE SOLUTIONS, INC.; YES, INVESTMENT RELATED; 16531 BOLSA CHICA ST, STE 250, HUNTINGTON BEACH, CA 92649; INSURANCE SALES;PRESIDENT; START DATE 04/2004; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-05 |
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