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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 | 2019-05-09 |
| AZ | RA | APPROVED | 2018-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Persistence Llc | Peoria | AZ | 01/2026 | Present |
| Unstoppable Llc | Sun City | AZ | 02/2026 | Present |
| Oxford Retirement & Estate Planning, Inc | Sun City | AZ | 05/2007 | 12/2021 |
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2015 | 09/2018 |
| Western Maricopa Adult Education | Sun City | AZ | 02/2016 | 12/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | Present |
| Benpro Group, Llc | Sun City | AZ | 11/2010 | 07/2020 |
| Hybrid Retirment Solutions, Llc Dba Oxford Retirement & Estate P | Sun City | AZ | 08/2021 | Present |
| Hybrid Wealth Management | Peoria | AZ | 06/2015 | Present |
| Dare To Retire U | Sun City | AZ | 12/2022 | Present |
| Dare Marketing Llc Dba Dare To Retire U | Sun City | AZ | 12/2022 | Present |
1) Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning, Inc; Yes, Investment Related; 10699 W Bell Rd, Sun City, AZ 85351; Insurance Sales; Vice President; Start Date 05/2007; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services. 2) Hybrid Wealth Management; Investment Related: Yes; 10699 W Bell Rd, Sun City, AZ 85351 ; Holding Company; Owner/Operator; Start Date 06/2015; Approx hours per month: 45; Approx hours during trading: 8; Owner of Hybrid Wealth Management. 3) Dare Marketing, LLC DBA Dare To Retire U; Investment Related: No; 10699 W Bell Rd, Sun City, AZ 85351; Education classes and related marketing program; Owner/Instructor; Start Date 12/2022; Approx hours per month: 8; Approx hours during trading: 0. 4) Unstoppable LLC; Investment Related: No; 10699 W Bell Rd, Sun City, AZ 85351; LLC to hold building; Owner; Start Date 02/2026; Approx hours per month: 0; Approx hours during trading: 0; Owner. 5) Persistence LLC; Investment Related: No; 23131 N Lake Pleasant Pkwy, Peoria, AZ 85383; Shell LLC to hold my new office building; Owner; Start Date 01/2026; Approx hours per month: 0; Approx hours during trading: 0; Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-21 |
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