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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Benbrook, TX • United States
4921 Camp Bowie Blvd, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2010 | 02/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2019 | 05/2025 |
| Rasmussen Financial Group, Llc | Benbrook | TX | 01/2007 | Present |
| Global Financial Advisory | Benbrook | TX | 07/2015 | 03/2019 |
| Foundations Investment Advisors | Phoenix | AZ | 05/2025 | Present |
| Clearfork Financial Planning | Fort Worth | TX | 07/2026 | Present |
1) ADVISORS EXCEL; NOT INVESTMENT RELATED; - 4123 SW GAGE CENTER DR. TOPEKA, KS 66604; INSURANCE AGENT; APPOINTED WITH MULTIPLE COMPANIES TO WRITE LIFE, ANNUITIES, MEDICARE SUPPLEMENTS; START DATE: 02/2019; 20 HRS/MONTH SPENT DEVOTED TO OTHER BUSINESS. 5 HRS/MONTH SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-22 |
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