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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
TX RA APPROVED 2025-12-16
  • FL RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-16

Branch Locations

5350 W Hillsboro Blvd Ste 103, Coconut Creek, FL 33073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Irvine CA 12/2018 01/2019
Ching Tien Realty Brooklyn NY 07/2012 12/2018
Morgan Stanley Smith Barney Llc Austin TX 01/2019 10/2021
Morgan Stanley Private Bank, N.A. New York NY 02/2019 10/2021
Cycles Edge, Llc Leander TX 11/2021 Present
Kirsner Wealth Management Coconut Creek FL 11/2025 Present
Ae Wealth Management, Llc Topeka KS 12/2025 Present
Game Of Trades Luxembourg 07/2022 11/2022
Sigma Financial Corporation Austin TX 10/2021 06/2022
  • 12/2018 → 01/2019
    Morgan Stanley Smith Barney Llc
    Irvine, CA
  • 07/2012 → 12/2018
    Ching Tien Realty
    Brooklyn, NY
  • 01/2019 → 10/2021
    Morgan Stanley Smith Barney Llc
    Austin, TX
  • 02/2019 → 10/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 11/2021 → Present
    Cycles Edge, Llc
    Leander, TX
  • 11/2025 → Present
    Kirsner Wealth Management
    Coconut Creek, FL
  • 12/2025 → Present
    Topeka, KS
  • 07/2022 → 11/2022
    Game Of Trades
    Luxembourg
  • 10/2021 → 06/2022
    Sigma Financial Corporation
    Austin, TX
Previous Registrations
  • 2021-10-28 → 2022-06-21
    Austin, TX
    Ann Arbor, MI
  • 2019-01-07 → 2021-11-19
    Irvine, CA
    Austin, TX
Other Businesses

Cycles Edge, LLC; Investment Related: No; 2420 Legend TRL, Leander, TX, 78641; Trader Education Newsletter; Strategist/Writer; Start Date 11/2021; Approx hours per month: 5; Approx hours during trading: 0; Blog that provides trader education.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
S66 Uniform Combined State Law Examination 2019-01-07
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
  • S66 Uniform Combined State Law Examination
    2019-01-07
Other Names
  • Steven Peter Kao
  • Steven Kao

View on SEC IAPD

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