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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 | 2018-06-12 |
| NJ | RA | APPROVED | 2017-03-07 |
Branch Locations
3350 Highway 138 Ste 111, Wall, NJ 07719 • United States
7 Carroll Ct, Bluffton, SC 29910 • United States
3350 State Route 138 Ste 112, Wall, NJ 07719 • United States
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 |
|---|---|---|---|---|
| Family Focus Financial Group | Wall | NJ | 01/2007 | Present |
| Global Financial Private Capital | Sarasota | FL | 05/2012 | 03/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2017 | Present |
| Real Estate Rental Property | Bluffton | SC | 10/2022 | Present |
| Family Focus Private Wealth Llc | Bluffton | SC | 09/2025 | Present |
1. FAMILY FOCUS FINANCIAL GROUP. INVESTMENT RELATED. 3350 HIGHWAY 138, BLDG. 1, SUITE 111, WALL, NJ 07719. PRESIDENT/OWNER. START DATE 01/2007. FIXED INSURANCE SALES. 140 HOURS/WEEK, 140 HOURS DURING TRADING. 2. Sage Tuition Rewards. Not investment related 3350 HIGHWAY 138, BLDG. 1, SUITE 111, WALL, NJ 07719. Marketing Director/ Sage Tuition Rewards is Reported twice a year. Start Date 12/2/2020. 3. Real Estate Rental Property; Investment Related: No; 176 Argent, Bluffton SC 29909; Rental Property; Position: Owner; Start Date 10/2022; Approx hours per month: 2; Approx hours during trading: 0; Rental Property. 4. Family Focus Private Wealth, LLC; Yes, Investment Related; 7 Carroll Court, Bluffton SC 29910; Advisory Commissions; Founder/Co-Owner; Start Date: 09/2025; Approx hours per month: 4; Approx hours during trading: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-14 |
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