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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-04-10 |
Branch Locations
2467 Savannah Hwy Ste 520, Charleston, SC 29414 • United States
700 Nexton Square Dr. Suite 112, Summerville, SC 29486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2017 | 01/2021 |
| Lakehouse Pub And Grille | Bomoseen | VT | 05/2015 | 07/2017 |
| Kelly Services | Burlington | VT | 01/2017 | 06/2017 |
| Under Armour | Essex Junction | VT | 10/2015 | 01/2017 |
| University Of Vermont | Burlington | VT | 08/2014 | 05/2017 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2021 | 04/2023 |
| Pgi Financial Services, Inc. | Charleston | SC | 01/2022 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 03/2023 | Present |
1.)PGI Financial Services; Yes- Investment-related; 2467 Savannah Hwy, Suite 520, Charleston, SC 29414; Insurance Sales; Financial Advisor; 01/2021; APPROX 160 HRS/MONTH; APPROX 130 HRS/MONTH During Trading hours; Insurance Sales and Services. 2.)Estate planning document services ; 51 W 3rd St, #110, Tempe AZ 85281; Investment Related: No, Position: Facilitator; Date: 1/2026, Approx hours per month: 10, Hours during trading: 10. Assisting clients in completing their estate planning documents utilizing Wealth.com.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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