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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-10-23 |
Branch Locations
10529 Timberwood Cir Ste A, Louisville, KY 40223 • 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 |
|---|---|---|---|---|
| Asset Preservation Group, Llc | Louisville | KY | 09/2012 | Present |
| Ameritas Investment Corp | Lincoln | NE | 07/2014 | 01/2018 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2014 | 01/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2018 | 10/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2023 | Present |
1.) Asset Preservation Group, LLC; Yes Investment Related; 12312 Shelbyville Rd, Ste 12312-C, Louisville, KY 40243; Insurance Sales; POSITION: Owner/President; START DATE: 09/2012; Approx. 60 hours a month; Approx. 60 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-25 |
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