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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-10 |
Branch Locations
800 Village Square Crossing Ste 220, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 09/2025 | Present |
| Dynamic Wealth Strategies, Inc | New York | NY | 04/2015 | Present |
1) Dynamic Wealth Strategies, Inc; Yes Investment Related; 800 Village Square Crossing, Ste 220 Palm Beach Gardens, FL 33410; Insurance and Investments Planning; Insurance Producer; 10/2015; 180hrs/Mo; 120hrs/Mo during Securities Trading Hours. Meet with clients and prospects to discuss financial planning. 2) Bartau, LLC; Not Investment Related; 73 Kinney Ave Mt. Pocono, PA 18344; Rental Property; Partner; 10/2019; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
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