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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Groundskeeper Lawn Maintenance | Pensacola | FL | 04/2000 | 03/2017 |
| Ascension Sacred Heart | Pensacola | FL | 03/2017 | 03/2021 |
| American United Life | Cantonment | FL | 07/2021 | 06/2026 |
| Oneamerica Securities | Cantonment | FL | 02/2022 | 06/2026 |
| Unemployed | Gulf Breeze | FL | 04/2021 | 06/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2026 | Present |
| Ae Financial Services, Llc | Topeka | KS | 07/2026 | Present |
| American Heritage Financial | Cantonment | FL | 06/2021 | Present |
1.) American Heritage Financial; 3155 Gateway Ln, Cantonment, FL 32533; Non-Variable Insurance; Agent; Start Date 6/2021; Investment-Related; Approx 120 Hrs/Month, 120 Hrs/Mont during trading hours 2.) Rally Foundation for Childhood Cancer Research; 5775 Glenridge Dr, Atlanta, GA 30328; Non-Profit Foundation; Board Member; Start Date 7/2025; Not Investment-Related; Approx 2 Hrs/Month, 1 Hr/Month during trading hours. 3.) Wealth DX LLC; 240 N Tarragona St, Pensacola, FL 32502; Financial Education for Medical Professionals; Partner; Start Date 1/2024; Not Investment-Related; Approx 10 Hrs/Month, 10 Hrs/Month during trading hours. 4.) AE Wealth Management LLC; 2950 SW McClure Road, Topeka, KS 66614; Investment Adviser Representative; Start date 07/2026; Investment Advice for fee INVESTMENT RELATED: Yes Approx 160 Hrs/Month, 120 Hrs/Mont during trading hours 5.) AE Financial Services, LLC ; Registered Representative; Broker Dealer INVESTMENT RELATED: Yes ; 160 SECURITIES TRADING HOURS: 160 START DATE 07/2026 ADDRESS: 2950 SW McClure Road, Topeka, KS 66614 DESCRIPTION: Securities Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-30 |
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