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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-01 |
| CT | RA | APPROVED | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Village Pizza | Spencer | MA | 08/2015 | 06/2022 |
| Worcester Country Club | Worcester | MA | 10/2015 | 05/2018 |
| Brunette Trucking | Leicester | MA | 06/2020 | 01/2021 |
| Construction Service Llc | Wilbraham | MA | 01/2018 | 10/2021 |
| Gogo Magnolia | Windsor Locks | CT | 10/2021 | 03/2022 |
| Dale Frank Financial Group Llc | Sunderland | MA | 03/2022 | Present |
| Ae Wealth Management Llc | Topeka | KS | 07/2023 | Present |
1.) Dale Frank Financial Group; Yes Investment Related; 2 Amherest Rd. Sunderland, MA 01375; Insurance Sales; POSITION Financial Advisor; START DATE: 07/2023; Approx. 06 hours a month; Approx. 06 hours during trading; Insurance Sales and Services. 2.) Rental Property: No investment Related: 97 Pleasant St. Apt. 2, Ware, MA 01082: Rental Property: POSITION: Landlord/Owner: START DATE: 07/2023; Approx. 10 hours a month: Approx. 03 hours during trading; Property & Tenant Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
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