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Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-25
FL RA APPROVED 2017-01-11
  • TX RA
    APPROVED_RES
    Since 2024-10-25
  • FL RA
    APPROVED
    Since 2017-01-11

Branch Locations

545 S Pine St, Sebring, FL 33870 • United States

80 Peachtree Rd Suite 220, Asheville, NC 28803 • United States

1301 Riverplace Blvd. Suite 2420, Jacksonville, FL 32207 • United States

211 Randall St., Greer, SC 29651 • United States

St. Petersburg, FL • United States

735 5Th Ave. W., Hendersonville, NC 28739 • 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
J. Biance Financial, Inc. Jacksonville FL 05/2014 Present
Global Financial Private Capital, Llc Sarasota FL 12/2015 01/2017
Ae Wealth Management, Llc Topeka KS 01/2017 Present
American Financial Education Alliance Charlotte NC 05/2019 12/2020
J Biance Wealth Management, Llc Hendersonville NC 03/2016 Present
Change Of Pace, Inc. Sebring FL 01/2010 Present
Champion For Children Foundation Of Highlands County, Inc. Sebring FL 06/2015 Present
  • 05/2014 → Present
    J. Biance Financial, Inc.
    Jacksonville, FL
  • 12/2015 → 01/2017
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 01/2017 → Present
    Topeka, KS
  • 05/2019 → 12/2020
    American Financial Education Alliance
    Charlotte, NC
  • 03/2016 → Present
    J Biance Wealth Management, Llc
    Hendersonville, NC
  • 01/2010 → Present
    Change Of Pace, Inc.
    Sebring, FL
  • 06/2015 → Present
    Champion For Children Foundation Of Highlands County, Inc.
    Sebring, FL
Previous Registrations
  • 2016-01-07 → 2017-01-05
    Global Financial Private Capital, Inc.
    Sebring, FL
    Sarasota, FL
    Sarasota, FL
  • 2015-01-23 → 2015-12-16
    J. Biance Financial
    Sebring, FL
Other Businesses

1) J. BIANCE FINANCIAL, INC.; YES INVESTMENT RELATED; 1301 RIVERPLACE BLVD. SUITE 2420 JACKSONVILLE, FL 33710; INSURANCE SALES; PRINCIPAL; MAY 2014; 80HRS/MO; 80HRS/MO DURING SECURITIES TRADING HOURS. 2) CHANGE OF PACE, INC.; NOT INVESTMENT RELATED; 4514 HAMMOCK ROAD, SEBRING, FL 33872; NON-PROFIT THAT RAISES FUND FOR MEMORY RELATED ILLNESSES; MEMBER OF BOARD OF DIRECTORS; 1/1/2010; 1HR/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; ADVISORY ROLE. 3) CHAMPION FOR CHILDREN FOUNDATION OF HIGHLANDS COUNTY, INC.; NOT INVESTMENT RELATED; 419 E CENTER AVE. SEBRING, FL 33870; RAISE AWARENESS FOR CHILD NEGLET AND ABUSE, PROVIDE SUPPORT SERVICES FOR FAMILIES; TREASURER; 6/15/2015; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; ADVISORY ROLE, REVIEW BUDGET. 4) JB2 REAL ESTATE LLC; NOT INVESTMENT RELATED; 2901 POMPANO DRIVE, SEBRING, FL 33870; RENTAL PROPERTY; OWNER; 2/1/2023; 1HR/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; OWN RENTAL PROPERTY AND LEASE TO TENANTS. 5) PEACOCK TRIO LLC; NOT INVESTMENT RELATED; 5701 29TH AVENUE N, ST. PETERSBURG, FL 33710; RENTAL PROPERTY; OWNER; 11/1/2024; 0HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; RENT THIS PROPERTY TO TENANTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-05
  • S65 Uniform Investment Adviser Law Examination
    2014-12-05
Designations

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