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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 | 2019-05-09 |
| AZ | RA | APPROVED | 2018-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dare To Retire U | Sun City | AZ | 12/2022 | Present |
| Oxford Retirement & Estate Planning, Inc. | Sun City | AZ | 07/1997 | 12/2021 |
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2015 | 09/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | Present |
| Hybrid Retirment Solutions, Llc Dba Oxford Retirement & Estate P | Sun City Arizona | AZ | 01/2022 | Present |
(1.) HYBRID RETIREMENT SOLUTIONS, LLC DBA OXFORD RETIREMENT & ESTATE PLANNING; YES INVESTMENT RELATED; 10699 W BELL RD; SUN CITY, AZ 85351; INSURANCE SALES AND DOCUMENT PROCUREMENT SERVICES; EMPLOYEE; START DATE: 1/2022; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; MANAGEMENT DUTIES, AND NO MORE THAN 5% OF TIME IS SPENT ON DOCUMENT PROCUREMENT SERVICES IN CONJUNCTION WITH AN ATTORNEY NOT AFFILIATED WITH. DARE TO RETIRE U POSITION: Advisor NATURE: Educational marketing INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2022 ADDRESS: 10699 W Bell Rd, Sun City AZ 85351, United States DESCRIPTION: Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-24 |
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