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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-02 |
Branch Locations
972 Youngstown Kingsville Rd Se, Vienna, OH 44473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 05/2017 | 07/2019 |
| Financial Security Managemnent Agency, Inc. | Vienna | OH | 08/2011 | Present |
| Simplicity Wealth, Llc | Summit | NJ | 07/2019 | 08/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2025 | Present |
| Electornic Caregiver | Las Cruces | NM | 05/2025 | Present |
1) Financial Security Management Agency, Inc.; Yes, Investment-related; 972 Youngstown Kingsville Rd SE, Vienna, OH 44473; Insurance Sales; Vice President; Start Date: 08/2011; Approx. 25 hours/month; Approx. 20 hours/month during trading hours; Insurance Sales and Services. 2) Electronic Caregiver; Investment Related: No; 506 S Main St, Ste 1000, Las Cruces, NM 88001; AI-powered Virtual Caregiver; Position: Sales; Start Date 05/2025; Approx hours per month: 0; Approx hours during trading: 0; Promoting and educating people on Electronic Caregiver.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-07 |
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