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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 04/2018 | Present |
| Carolina Retirement Planners | Wilmington | NC | 07/2017 | Present |
| Empire Distributors | Durham | NC | 01/2014 | 07/2017 |
1) CAROLINA ESTATE PLANNERS; YES INVESTMENT RELATED; 620 MARKET ST, WILMINGTON, NC 28401; INSURANCE SALES; ASSOCIATE ADVISOR; START DATE 07/2017; 160 HOURS/MONTH; 160 HOURS/TRADING; INSURANCE AND ANNUITY SALES. 2) Nourish NC; Investment Related: No; 3606 Market St, Wilmington NC 28403; Nourish NC works to feed hungry children in our area; Vice Chair/Board Member; Start Date 01/2025; Approx hours per month: 3; Approx hours during trading: 0; Board Member position. Basically being another level of oversight for the running of the nonprofit and applying my knowledge base to assist in any way I can.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-03 |
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