Leonard Lamar Kerr

Current Employers

Ae Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-02-15

TX RA
APPROVED

Since 2017-02-15

Branch Locations

4425 Plano Pkwy Ste #101, Carrollton, TX 75010 • 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

Organization	City	State	From	To
Strategic Estate Planning Services	Carrollton	TX	12/2013	Present
Ae Wealth Management, Llc	Topeka	KS	02/2017	Present
Global Financial Private Capital, Llc	Sarasota	FL	11/2013	02/2017

12/2013 → Present

Strategic Estate Planning Services

Carrollton, TX
02/2017 → Present

Ae Wealth Management, Llc

Topeka, KS
11/2013 → 02/2017

Global Financial Private Capital, Llc

Sarasota, FL

Previous Registrations

2013-11-15 → 2017-02-16

Global Financial Private Capital, Inc.

Dallas, TX

Sarasota, FL

Other Businesses

Strategic Estate Planning Services. Investment related. 18333 Preston Rd Suite 535 Dallas, TX 75252. Financial Services. Estate Planner. 12/2013. 95 hours per month. 95 hours per month during securities trading hours. Insurance sales & financial planning.

Current Employers

Ae Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews