Best Investors Account Sign in
Inactive

David Robert Pugh

Ae Wealth Management, LLC

Troy, MI

Claim This Profile
Current Employers
Ae Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-08-23
  • MI RA
    APPROVED
    Since 2023-08-23

Branch Locations

880 West Long Lake Road Suite 520, Troy, MI 48098 • 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
Pruco Securities Llc Troy MI 02/2022 08/2023
State Farm Livonia MI 06/2013 09/2020
Unemployed Livonia MI 10/2020 02/2022
The Prudential Insurance Company Of America Troy MI 02/2022 08/2023
Ae Wealth Management, Llc Topeka KS 08/2023 Present
Burzynski Group Retirement Solutions Troy MI 08/2023 Present
Climax Solar Portage MI 03/2022 05/2022
  • 02/2022 → 08/2023
    Troy, MI
  • 06/2013 → 09/2020
    State Farm
    Livonia, MI
  • 10/2020 → 02/2022
    Unemployed
    Livonia, MI
  • 02/2022 → 08/2023
    The Prudential Insurance Company Of America
    Troy, MI
  • 08/2023 → Present
    Topeka, KS
  • 08/2023 → Present
    Burzynski Group Retirement Solutions
    Troy, MI
  • 03/2022 → 05/2022
    Climax Solar
    Portage, MI
Previous Registrations
Other Businesses

1.) Burzynski Group Retirement Solutions; Yes Investment Related; 880 W Long Lake Road Suite 520 Troy MI, 48098; Insurance Sales; Wealth Advisor; START DATE: 08/2023; Approx. 100 hours a month; Approx. 100 hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-18
  • S63 Uniform Securities Agent State Law Examination
    2022-04-18
Designations
Other Names
  • David Pugh

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Troy, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor