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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 | 2021-01-08 |
| PA | RA | APPROVED | 2017-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 09/2015 | 11/2017 |
| Fortune Financial Group | Dunmore | PA | 01/2005 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2017 | Present |
FORTUNE FINANCIAL GROUP; YES INVESTMENT RELATED; 200A TIGUE ST., DUNMORE, PA 18512; INSURANCE SALES; ADVISOR/CASE PLANNING; START DATE 01/2005; APPROX 160 HOURS/MONTH, APPROX 160 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-20 |
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