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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-26 |
| FL | RA | APPROVED | 2021-10-07 |
Branch Locations
5327 Commercial Way Ste B108, Spring Hill, FL 34606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 09/2021 | Present |
| Fdr Financial Services | Spring Hill | FL | 10/2015 | Present |
| Chefs Of Napoli | Spring Hill | FL | 03/2016 | 05/2019 |
| Fdr Wealth Management, Llc | Spring Hill | FL | 09/2021 | Present |
| Fdr Financial Group | Spring Hill | FL | 10/2015 | Present |
1.) FDR FINANCIAL SERVICES, LLC; YES INVESTMENT RELATED; 5327 Commercial Way Suite B108 Spring Hill, FL 34606; INSURANCE SALES; SENIOR ACCOUNT EXECUTIVE; START DATE 02/2021; APPROX 120 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)FDR FINANCIAL GROUP POSITION: Financial Advisor NATURE: meets with clients to go over specific insurance products specific to the clients needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 10/15/2015 ADDRESS: 5327 commercial way ste b108, spring hill FL 34606, United States DESCRIPTION: I sell FIA, Life Insurance, Medicare advantage planes through this company. I also run payroll for our insurance agents and business taxes. In charge of paying all company expense like mortgages, taxes, cam charges for office space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-02 |
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