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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-30 |
Branch Locations
605 Crescent Executive Ct Ste 112, Lake Mary, FL 32746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Solutions, Llc | Winter Park | FL | 06/2007 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2016 | Present |
| Women'S Wealth, Llc | Winter Park | FL | 05/2016 | 07/2017 |
1.) WEALTH MANAGEMENT SOLUTIONS, LLC. INVESTMENT RELATED. 605 CRESCENT EXECUTIVE CT, STE 112, LAKE MARY, FL 32746. INSURANCE MARKETING/SALES. PRESIDENT. 5/2007. 160 HOURS/MONTH, 160 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-12 |
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