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10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-07 |
Branch Locations
10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivy Investments, Inc | Shawnee Mission | KS | 11/2014 | 11/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2020 | 08/2022 |
| Ae Financial Services, Llc | Topeka | KS | 01/2021 | 08/2022 |
| Imagine Financial Advisors | Platte City | MO | 08/2022 | 06/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2022 | 06/2023 |
| Madison Avenue Securities | San Diego | CA | 09/2022 | 06/2023 |
| Advisors Capital Management | Ridgewood | NJ | 06/2024 | Present |
| Frontier Asset Management | Sheridan | WY | 06/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-07 |
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