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Sarah Margaret Flora

Ae Wealth Management, LLC

Hunt Valley, MD

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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-08-02
  • MD RA
    APPROVED
    Since 2017-08-02

Branch Locations

201 International Cir Ste 230, Hunt Valley, MD 21030 • 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
Everest Investment Advisors, Inc. Towson MD 12/2013 03/2017
Everest Wealth Management Towson MD 12/2013 03/2017
Unemployed/Starting Up Flora & Dipaula Wealth Partners Hunt Valley MD 03/2017 06/2017
Flora & Dipaula Wealth Partners, Inc. Hunt Valley MD 06/2017 Present
Ae Wealth Management, Llc Topeka KS 07/2017 Present
  • 12/2013 → 03/2017
    Everest Investment Advisors, Inc.
    Towson, MD
  • 12/2013 → 03/2017
    Everest Wealth Management
    Towson, MD
  • 03/2017 → 06/2017
    Unemployed/Starting Up Flora & Dipaula Wealth Partners
    Hunt Valley, MD
  • 06/2017 → Present
    Flora & Dipaula Wealth Partners, Inc.
    Hunt Valley, MD
  • 07/2017 → Present
    Topeka, KS
Previous Registrations
  • 2014-01-30 → 2017-03-23
    Everest Investment Advisors, Inc.
    Towson, MD
Other Businesses

Flora & DiPaula Wealth Partners. Investment related. 201 International Circle, Suite 230 Hunt Valley, MD 21030. Officer. 06/2017. 160 hours per month. 160 hours per month during securities trading hours. Insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-30
  • S65 Uniform Investment Adviser Law Examination
    2014-01-30
Designations
Other Names
  • Sarah M. Flora

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