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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-09-19 |
| TX | RA | APPROVED | 2023-09-19 |
Branch Locations
1062 Highland Colony Parkway, Suite 260, Ridgeland, MS 39157 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Elizabeth City | NC | 07/2016 | 11/2016 |
| Wells Fargo Bank Na | Elizabeth City | NC | 07/2016 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Elizabeth City | NC | 11/2016 | 06/2020 |
| Sound Financial Strategies Group, Llc | Flowood | MS | 07/2020 | 03/2022 |
| Apw Capital, Inc. | Rockaway | NJ | 07/2020 | 03/2022 |
| Ae Financial Services, Llc | Topeka | KS | 04/2022 | 09/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2022 | 09/2023 |
| Journey Wealth Strategies | Ridgeland | MS | 03/2022 | Present |
| Jesiolowski Taffer Consulting Llc | Madison | MS | 09/2022 | Present |
| Signal Advisors Wealth, Llc | Detroit | MI | 09/2023 | Present |
1.) JOURNEY WEALTH STRATEGIES; INVESTMENT RELATED: YES; 1062 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157; NATURE: INSURANCE SALES AND SERVICES; POSITION: FINANCIAL ADVISOR; START DATE: 03/2022; APPROX 160 HRS/MO; 140 HRS/MO DURING SECURITY TRADING HOURS. 2.) MISSISSIPPI FUTBOL CLUB; INVESTMENT RELATED: NO; PO BOX 1214, MADISON, MS 39130; NATURE: COACHING SOCCER TEAM; POSITION: HEAD COACH; START DATE: 01/2022; APPROX 15 HRS/MO; 0 HRS/MO DURING SECURITY TRADING HOURS. JESIOLOWSKI TAFFER CONSULTING LLC POSITION: Owner NATURE: This is business consulting and coaching for business owners. Ie: Exit/succession planning Corporation structure planning Business valuations identifying key performance indicators (KPIs) Ongoing coaching on KPIs. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2022 ADDRESS: 228 woodland brook dr, Madison MS 39110, United States DESCRIPTION: Owner. The day to day responsibilities of running the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-09 |
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