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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-07 |
| GA | RA | APPROVED | 2025-01-15 |
| NC | RA | APPROVED | 2023-10-10 |
Branch Locations
800 Main St Ste 201-M, Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Charlotte | NC | 02/2016 | 10/2023 |
| Securities America Advisors | Charlotte | NC | 02/2016 | 10/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2023 | Present |
| Brolen Davis Integrative Wealth Management | Hilton Head Island | SC | 03/2010 | Present |
1) BROLEN DAVIS WEALTH PRESERVATION AND GOVERNANCE; YES INVESTMENT RELATED; 800 MAIN STREET, STE 201-M, HILTON HEAD ISLAND, SC 29926; INSURANCE SALES; PRESIDENT; 03/2010; 80HRS/MO; 40HRS/MO DURING SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-06 |
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