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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-02 |
Branch Locations
25 Recreation Park Dr Ste 200, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Hingham | MA | 09/2021 | 08/2022 |
| Citizens Bank | Sharon | MA | 06/2020 | 09/2021 |
| The Jockey Club | Raynham | MA | 11/2017 | 06/2020 |
| Salvation Army | Bridgewater | MA | 01/2016 | 11/2017 |
| Bridgewater State University | Bridgewater | MA | 08/2015 | 06/2020 |
| Td Bank N.A. | Hingham | MA | 08/2022 | 03/2024 |
| Td Private Client Wealth Llc | Hingham | MA | 08/2022 | 03/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2024 | Present |
| Rowlette And Associates, Llc Dba South Shore Retirement Services | Hingham | MA | 03/2024 | Present |
1.) Calvary Baptist Church; Not Investment related; 429 Monponsett St, Hanson, MA 02341; Religious Organization; Position: Worship Leader; Start date: 07/2016; Approx. 20 hours a month; Approx. 0 hours during trading; Duties include organizing and performing weekly music for congregation. 2.) South Shore Retirement Services; Yes, Investment Related; 25 Recreation Park Dr, Hingham MA 02043; Insurance Sales; Financial Adviser; Start Date 03/2024; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
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