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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-06 |
Branch Locations
2011 Palomar Airport Road Unit 302, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmount Asset Management | Los Angeles | CA | 10/2021 | 02/2024 |
| Standish Management | Los Angeles | CA | 01/2018 | 10/2021 |
| University Of San Francisco | San Francisco | CA | 08/2015 | 05/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2024 | Present |
| Comprehensive Advisors Llc | Carlsbad | CA | 04/2024 | Present |
COMPREHENSIVE ADVISOR: 2011 Palomar Airport Rd. Suite 302, Carlsbad, CA 92011; Yes; Investment Related; Service Advisor: Insurance Sales ; NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/19/2024 Client acquisition, sales, and ongoing management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-29 |
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