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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Johns | MI | 06/2022 | 04/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2024 | Present |
| Jones Retirement Advisors | Brighton | MI | 06/2024 | Present |
| Michigan State | East Lansing | MI | 08/2020 | 04/2024 |
| Brighton Dairy Queen | Brighton | MI | 04/2018 | 08/2020 |
| Brighton High School | Brighton | MI | 09/2016 | 07/2020 |
| Tropical Smoothie | East Lansing | MI | 10/2021 | 01/2022 |
1) Jones Retirement Advisors; Yes Investment Related; 230 N 2nd St, Suite 200, Brighton, MI 48116; Insurance Sales; Client Service Administrator; 6/2024; 160hrs/Mo; 120hrs/Mo during Securities Trading Hours; Client Services. 2) AE Financial Services, LLC; Yes Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker Dealer; Non-Registered Fingerprint Person; 6/2024; 160hrs/Mo; 120hrs/Mo during Securities Trading Hours; Securities Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-24 |
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