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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-24 |
Branch Locations
101 Hudson St 21St Floor, Jersey City, NJ 07302 • 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 |
|---|---|---|---|---|
| Aegis Capital Corp | New York | NY | 03/2015 | 06/2017 |
| Aegis Capital Corp | New York | NY | 09/2017 | 01/2021 |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2021 | 11/2022 |
| Infinex Investments, Inc. | Meriden | CT | 11/2022 | 04/2023 |
| Amalgamated Bank | New York | NY | 11/2022 | 04/2023 |
| Fortis Capital Advisors, Llc | Reno | NV | 06/2023 | 08/2024 |
| National Life Group | New York | NY | 11/2024 | 09/2025 |
| Equity Services Inc | Montpelier | VT | 02/2025 | 09/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2025 | Present |
| Dynamic Wealth Strategies, Inc. | Palm Beach Garden | FL | 10/2025 | Present |
Dynamic Wealth Strategies; Yes Investment Related; 101 Hudson St. 21st Floor Jersey City, NJ 07302; Insurance & Annuities; Insurance Agent; 20hrs/Mo; 10hrs/Mo during Securities Trading Hours; Call Prospects and explain how annuities function.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-09 |
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