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Dylan Timothy Warfield

Ae Wealth Management, LLC

Harrisburg, PA

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-01
PA RA APPROVED 2020-06-10
  • TX RA
    APPROVED_RES
    Since 2023-11-01
  • PA RA
    APPROVED
    Since 2020-06-10

Branch Locations

4309 Linglestown Rd Ste 109, Harrisburg, PA 17112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
(Dba) Kca Wealth Management, Llc Camp Hill PA 12/2016 05/2020
Basildon Financial, Llc Harrisburg PA 05/2013 12/2016
Proequities Inc Camp Hill PA 10/2018 02/2020
Ae Wealth Management, Llc Topeka KS 06/2020 Present
Reverent Asset Management, Llc Harrisburg PA 06/2020 Present
  • 12/2016 → 05/2020
    (Dba) Kca Wealth Management, Llc
    Camp Hill, PA
  • 05/2013 → 12/2016
    Basildon Financial, Llc
    Harrisburg, PA
  • 10/2018 → 02/2020
    Proequities Inc
    Camp Hill, PA
  • 06/2020 → Present
    Topeka, KS
  • 06/2020 → Present
    Reverent Asset Management, Llc
    Harrisburg, PA
Previous Registrations
  • 2019-06-10 → 2020-06-26
    Concourse Financial Group Securities, Inc.
    Camp Hill, PA
    Carlisle, PA
Other Businesses

REVERENT ASSET MANAGEMENT, LLC; INVESTMENT RELATED; 600 HASTINGS DRIVE, HARRISBURG, PA 17109; INSURANCE SALES; CO-FOUNDER; START DATE 06/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2) PRIME RENTAL PROPERTIES, LLC; NOT INVESTMENT RELATED; 600 HASTINGS DRIVE, HARRISBURG, PA 17109; OWNER START DATE 08/2016; APPROX 5 HRS/MONTH; APPROX 5 HRS/MONTH DURING TRADING; RENTAL PROPERTY INCOME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-10
  • S66 Uniform Combined State Law Examination
    2019-06-10

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