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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-30 |
Branch Locations
10150 Highland Manor Drive Suite 200-201, Tampa, FL 33610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 02/2023 | 03/2024 |
| Big Financial Services Llc | Tampa | FL | 06/2017 | 03/2024 |
| American Senior Benefits | Tarpon Springs | FL | 04/2016 | 06/2019 |
| Fisher Investments | Tampa | FL | 04/2024 | 06/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2024 | Present |
| Trident Retirement Group | Tampa | FL | 07/2024 | Present |
1.) Trident Retirement Group; Yes, Investment Related; 10150 Highland Manor Drive, Suite 200-201, Tampa FL, 33610; Insurance Sales; POSITION Insurance Agent; Start Date 07/2024; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-02 |
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