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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-26 |
Branch Locations
7 Carroll Court, Bluffton, SC 29910 • United States
3350 Highway 138 Bldg 1, Suite 111, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Focus Financial Group | Bluffton | SC | 04/2026 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 05/2026 | Present |
| Dataannotation | Hilton Head Island | SC | 02/2025 | 04/2026 |
| Krvaric Capital | San Diego | CA | 11/2022 | 04/2024 |
| Drs Daylight Solutions | San Diego | CA | 01/2019 | 08/2021 |
| Michaels Art Supply | San Diego | CA | 12/2018 | 01/2019 |
| Five Guys | Poway | CA | 08/2018 | 11/2018 |
| Albertsons | San Diego | CA | 04/2018 | 07/2018 |
| Woodbury Financial Services Inc | San Diego | CA | 06/2023 | 01/2024 |
| Poway High School | Poway | CA | 01/2014 | 06/2019 |
| California State University San Marcos | San Marcos | CA | 07/2019 | 12/2023 |
| Osaic Wealth, Inc. | San Diego | CA | 01/2024 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hilton Head Island | SC | 09/2024 | 02/2025 |
| Unemployed | Hilton Head | SC | 04/2024 | 08/2024 |
| Living Legacy Llc | San Diego | CA | 02/2024 | 02/2024 |
| Bank Of America, N.A | Hilton Head Island | SC | 12/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
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