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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 | 2024-11-20 |
| NC | RA | APPROVED | 2022-06-03 |
| SC | RA | APPROVED | 2022-06-03 |
Branch Locations
80 Peachtree Rd Ste 220, Asheville, NC 28803 • United States
211 Randall St, Greer, SC 29651 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2022 | Present |
| Union Table/Hometown Grill | Richmond | VA | 03/2016 | 03/2017 |
| The Towers Retirement Company | Richmond | VA | 03/2017 | 10/2018 |
| Unemployed | Pisgah Forest | NC | 10/2018 | 12/2018 |
| J. Biance Financial | Greer | SC | 01/2019 | Present |
1) J. BIANCE FINANCIAL; YES: INVESTMENT RELATED; 211 RANDALL STREET GREER, SC 29651; INSURANCE SALES & SERVICES; CLIENT SERVICE MANAGER/ADVISOR; START DATE: 01/2019; APPROX 5 HRS/MO; APPROX 5 HRS/MO DURING SECURITY TRADING HOURS. 2) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 211 RANDALL ST GREER, SC 29651; ESTATE PLANNING; FACILITATOR; 7/13/2026; APPROX. 1HR/MO; APPROX. 1HR/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 | 2022-05-20 |
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