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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 | 2024-09-18 |
| CA | RA | APPROVED | 2018-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kobrin Financial And Insurance Services | Santa Rosa | CA | 09/2006 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 02/2015 | 09/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | Present |
| Reliant Publishing Services | Concord | CA | 01/2015 | Present |
1.) KOBRIN FINANCIAL SERVICES, INC DBA KOBRIN FINANCIAL AND INSURANCE SERVICES; YES INVESTMENT RELATED; 4849 OLD REDWOOD HWY, SANTA ROSA, CA 95403; INSURANCE SALES; PRESIDENT; START DATE 09/2006; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) Reliant Publishing Services; Not Investment Related; 2041 East St, Ste 799, Concord, CA 94520; Referrals for estate planning services; Independent Agent Liaison; Start Date: 01/2015; Approx 8 hrs/month; Approx 3 hrs/month during trading; Assist with providing applications and referrals for estate planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-11 |
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