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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-11 |
Branch Locations
915 North Michigan Avenue Ste 101, Howell, MI 48843 • United States
Howell, MI • United States
2723 S State St Ste 150, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Carlsbad | CA | 06/2015 | 10/2017 |
| Mml Investors Services | Carlsbad | CA | 07/2015 | 10/2017 |
| Thrivent Investment Management Inc | Vista | CA | 10/2017 | 11/2023 |
| Thrivent Financial | Appleton | WI | 12/2017 | 11/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2024 | Present |
| Endependence Financial | Escondido | CA | 11/2023 | Present |
1.) Endependence Financial; Yes Investment Related; 500 La Terraza Bay, Escondido, CA 92025; Insurance Sales; POSITION Financial Advisor; START DATE: 11/2023; Approx. 90 hours a month; Approx. 90 hours during trading; Insurance Sales and Services. 2.) Estate planning document services, 500 La Terraza Blvd, Ste 150, Escondido CA 92025, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 03/2026, Approx hours per month: 20, Hours during trading: 20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-21 |
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