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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-21 |
| OR | RA | APPROVED | 2022-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bahati Incorporated Dba Blue Stone | Bend | OR | 01/2012 | 08/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2022 | Present |
| Association Of Financial Consultants | Longwood | FL | 09/2022 | Present |
| Bahati Incorporated Dba Bluepine Financial | Sisters | OR | 09/2023 | Present |
1.) BAHATI INCORPORATED DBA BLUEPINE FINANCIAL; YES INVESTMENT RELATED; 704 W HOOD AVE SUITE A, SISTERS, OR 97759; INSURANCE SALES; OWNER; START DATE 01/2012; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ASSOCIATION OF FINANCIAL CONSULTANTS; NOT INVESTMENT RELATED; 2973 W STATE RD 434, STE 300 LONGWOOD, FL 32779; IRS-APPROVED 501(c)(3) NON-PROFIT ORGANIZATION; ADVISOR; 9/4/2022; 0HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; DISCOUNT ON MAILERS THROUGH MBI DIRECT BY BEING LISTED AS A MEMBER ADVISOR. 3.) RENTAL INCOME; NOT INVESTMENT RELATED; 1058 E RANCH AVE SISTERS, OR 97759; RENTAL INCOME; OWNER; 7/2025; 1HR/MO; 1HR/MO DURING SECURITIES TRADING HOURS; OWNER OF PROPERTY. 4.) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 704 W HOOD AVE, SUITE A, SISTERS, OR 97759; ESTATE PLANNING; FACILITATOR; 5/11/2026; APPROX. 2HRS/MO; APPROX. 8HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
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