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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investment | Plano | TX | 06/2022 | 08/2024 |
| Family First Life | Frisco | TX | 08/2021 | 06/2022 |
| Dignity Hospice | Dallas | TX | 03/2021 | 08/2021 |
| Clark's Feed And Fertilizer | Lufkin | TX | 05/2014 | 01/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2024 | Present |
| Texas Financial And Retirement | Tyler | TX | 09/2024 | Present |
| Texas Financial And Retirement Llc | Tyler | TX | 05/2025 | Present |
Texas Financial and Retirement LLC; Yes, Investment Related; 2405 Oak Alley, Tyler TX 75703; Insurance Sales; Associate Advisor; Start Date 05/2025; Approx. 40 hours a month; Approx. 40 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-12 |
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