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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 | 2024-10-14 |
| CA | RA | APPROVED | 2020-12-18 |
| AZ | RA | APPROVED | 2017-09-11 |
Branch Locations
7205 E Southern Ave Ste 106, Mesa, AZ 85209 • United States
4380 N Campbell Ave Ste 205, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2014 | 09/2017 |
| New Millennium Insurance | South Jordan | UT | 02/2014 | 06/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2017 | Present |
| Ensign Wealth Management, Inc. | Mesa | AZ | 03/2015 | Present |
1.) ENSIGN WEALTH MANAGEMENT, INC; INVESTMENT-RELATED; 7205 E SOUTHERN AVE, STE 106 MESA, AZ 85209; INSURANCE SALES; PRESIDENT; START DATE 3/2015; 80 HOURS/MONTH, 80 HOURS DURING TRADING. 2.) AMERICAN FINANCIAL EDUCATION ALLIANCE (AFEA); NON INVESTMENT RELATED; 8514 MCALPINE PARK DR. SUITE 280, CHARLOTTE, NC 28211; NON-PROFIT PUBLIC FINANCE EDUCATION; CHAPTER PRESIDENT; INSTRUCTOR; START DATE: 01/01/2020; APPROX 07 HRS/MONTH; APPROX 05 HRS/MONTH DURING TRADING; TEACH CLASSES/WORKSHOPS MEET WITH PEOPLE FOR ONE ON ONE STRATEGY SESSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-14 |
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