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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-02 |
| GA | RA | APPROVED | 2019-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Atlanta | GA | 03/2016 | 12/2018 |
| Principal Securities Inc | Atlanta | GA | 02/2018 | 02/2019 |
| Ephas Llc, Dba Ephas Financial | Marietta | GA | 01/2019 | 02/2022 |
| Madison Avenue Securities, Llc | San Diego | CA | 02/2019 | 01/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2019 | Present |
| Imagine Financial, Llc | Epworth | GA | 03/2022 | Present |
1.) IMAGINE FINANCIAL, LLC; INV RELATED:YES; 6460 HWY 2 EPWORTH, GA 30541 ; NATURE:FIXED INSURANCE & FIXED ANNUITY SALES; POSITION:OPERATIONS MANAGER(RUN DAY TO DAY BUSINESS OPERATIONS, BUSINESS PROCESSING); START DATE:3/1/2022; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:RUN BUSINESS OPERATIONS, PROCESS ALL BUSINESS FOR SECURITIES AND INSURANCE. 2.) ILLUMINATION FINANCIAL SERVICES; YES INVESTMENT RELATED; LOCATION: MARIETTA, GA; NATURE: INSURANCE, INVESTMENT AND DEATH CONSULTING; START DATE: 01/2022; HOURS/MONTH:160+; TRADING HOURS/MONTH:160+; DUTIES: WILL RUN ALL BUSINESS ACTIVITIES, SELLING, OPERATIONS AND SERVICE. 3.) NOTARY; INVESTMENT RELATED NO; LOCATION: MARIETTA, GA; NATURE: NOTARY SERVICES; HOURS/MONTH: LESS THAN 1; DUTIES: PROVIDE NOTARY SERVICES FOR CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-04 |
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