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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 | 2024-08-16 |
| WA | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imagine Financial, Llc | Beaufort | SC | 08/2022 | Present |
| United States Marine Corps | Beaufort | SC | 05/2002 | 07/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2022 | Present |
| Insurance Agent | Newport | WA | 10/2022 | Present |
Imagine Financial, LLC; Yes, Investment Related; PO Box 1832, Newport, WA 99156; Insurance Sales; Insurance Agent; Start Date 10/2022; Approx. 5 hours a month; Approx. 5 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-26 |
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