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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 | 2019-07-12 |
| MI | RA | APPROVED | 2017-04-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James J. Morrison & Associates Dba Morrison Financial Group | Coldwater | MI | 05/1972 | Present |
| Gf Investment Services, Llc | Sarasota | FL | 05/2013 | 04/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 05/2013 | 04/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2017 | Present |
1) JAMES J. MORRISON & ASSOCIATES, INC. DBA MORRISON FINANCIAL GROUP; YES INVESTMENT RELATED; 163 EAST CHICAGO ROAD, COLDWATER, MI 49036; INSURANCE SALES; VICE PRESIDENT; START DATE 05/1972; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-11 |
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