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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-14 |
| TX | RA | APPROVED_RES | 2025-05-14 |
Branch Locations
4099 William Penn Hwy Ste 401, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amplify Church | Plum | PA | 07/2016 | 10/2018 |
| Spitzer Toyota Monroeville | Monroeville | PA | 10/2018 | 10/2020 |
| Jim Shorkey Family Auto Group | White Oak | PA | 10/2020 | 09/2021 |
| Alto Financial Group | Monroeville | PA | 09/2021 | Present |
| Encompass More Asset Management Llc | Danville | CA | 10/2022 | 05/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2025 | Present |
Alto Financial Group; Yes Investment Related; 4099 William Penn Hwy Monroeville, PA 15146; Life insurance and fixed/fixed-indexed annuity sales; Agent; 9/2021; 180hrs/Mo; 130hrs/Mo during Securities Trading Hours; Recommend, sell, deliver, and service life insurance and annuity contracts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
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