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Matthew L Davis

Ae Wealth Management, LLC

Inverness, FL

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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 2024-10-21
FL RA APPROVED 2018-03-21
  • TX RA
    APPROVED_RES
    Since 2024-10-21
  • FL RA
    APPROVED
    Since 2018-03-21

Branch Locations

115 N Seminole Ave, Inverness, FL 34450 • 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
Ae Wealth Management, Llc Topeka KS 03/2018 Present
Davis Financial Group Hernando FL 10/2012 Present
Other Businesses

DAVIS FINANCIAL GROUP; INVESTMENT-RELATED; 115 N. SEMINOLE AVE. INVERNESS, FL 34450; INSURANCE SALES & SERVICE; OWNER; 10/2012; 160; 160; SALE AND SERVICE OF FIXED ANNUITY AND LIFE INSURANCE POLICIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-16
  • S65 Uniform Investment Adviser Law Examination
    2018-02-16

View on SEC IAPD

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