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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management | Topeka | KS | 05/2022 | Present |
| Mcnt Wealth Management | New Smyrna Beach | FL | 11/2021 | Present |
| Bolerjack Halsema Bowling And White Pa | New Smyrna Beach | FL | 08/1986 | Present |
| Raymond James Financial Services | New Smyrna Beach | FL | 07/1998 | 04/2022 |
| Aline Accounting Partners | New Smyrna Beach | FL | 06/2025 | Present |
1.) Bolerjack Halsema Bowling and White PA; Yes Investment Related; 311 Live Oak Street, New Smyrna Beach FL, 32168; Owner; Tax Preparation Start date 08/1986; 160 hours/month; 160 hours/during trading. Selling Insurance and Annuities. 2.) BHB Holdings: Not Investment Related; 42 South Peninsula Drive Daytona Beach FL, 32118; Owner; Management; Start date 06/2009; 00 hours/month; 00 hours during trading; Owns stock for private college 3.) BHB Properties; Yes Investment Related; 42 South Peninsula Drive Daytona Beach FL, 32118; Owner; Management; Start date 01/1991; 00 hours/month; 00 hours during trading; Owns real estate 4.) Church of Epiphany; Not Investment Related; 201 Lafayette St. Port Orange FL 32127; Chairman of the finance committee; Start date 01/2005; 5 hours/month; 00 hours during trading; Oversees finances of the church and provides financial advice. 5.) Kimberly Management; Not Investment Related; 805 Rugby Street Orlando FL, 32004; Owner; Start date 01/2015; 01 hours/month; 01 hours during trading; Management company for digital advertising; 6.) MCNT Wealth Management LLC, 311 Live Oak Street New Smyrna Beach, FL. 32168; Managing Member; Start date 11/2021; 02 hours/month; 02 hours during trading; Insurance Sales 7.) Aline Accounting Partners; Investment Related: No; 311 Live Oak Street, New Smyrna Beach FL 32168; Accounting/Tax services; Partner/Employee; Start Date 06/2025; Approx hours per month: 100 ; Approx hours during trading: 100; Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-20 |
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