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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| SC | RA | APPROVED | 2023-04-12 |
Branch Locations
2467 Savannah Hwy Ste 520, Charleston, SC 29414 • United States
700 Nexton Square Dr. Suite 112, Summerville, SC 29486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2015 | 04/2023 |
| Pgi Financial Services, Inc. | Charleston | SC | 07/2004 | Present |
| Ae Wealth Management | Topeka | KS | 04/2023 | Present |
| Book Sales | Charleston | SC | 10/2025 | Present |
1.PGI FINANCIAL SERVICES, INC, INVESTMENT RELATED; 2467 SAVANNAH HWY; SUITE 520, CHARLESTON, SC 29414; LIFE INSURANCE, SALES, FIXED INSURANCE SALES; PRESIDENT, START DATE: 07/2004, 104 HOURS PER MONTH/96 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES 2.HUMAC INVESTMENTS LLC, INVESTMENT REALTED; 2467 SAVANNAH HWY; SUITE 520; CHARLESTON, SC 29414; REAL ESTATE HOLDING COMPANY; MANAGING GENERAL PARTNER; START DATE: 12/2008, 5 HOUR PER MONTH DURING MARKET HOURS/5 HOURS DURING TRADING HOURS; OVERSEE REAL ESTATE PORTFOLIO 3.BOOK SALES; Non Investment related; 2467 Savannah Hwy., Ste 520, CHARLESTON SC 29414; Author; Author of a book; START DATE: 10/16/2025; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0; Author 4.)Estate planning document services; Non Investment Related; 2467 Savannah Highway, Suite 520, Charleston SC 29414; Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents utilizing welath.com, Start Date: 01/01/2026; Approx hours per month: 10, Approx. Hours during trading: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-16 |
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