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875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-10-22 |
Branch Locations
8901 Jenny Lind Rd Ste 9A, Fort Smith, AR 72905 • United States
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eden Financial Group, Inc. | Fort Smith | AR | 09/1983 | Present |
| Ae Wealth Management Llc | Topeka | KS | 08/2016 | Present |
| Trifound Financial Llc | Fort Smith | AR | 01/2017 | 03/2021 |
| Trifound Advisory Llc | Fort Smith | AR | 02/2021 | 03/2021 |
1.) EDEN FINANCIAL GROUP, INC.; YES INVESTMENT RELATED; 2221 FIANNA OAKS DR., FORT SMITH, ARKANSAS 72908; INSURANCE SALES; AGENT/PRESIDENT; START DATE 08/1983; 100 HRS PER MONTH; 75 HRS DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-02 |
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