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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| FL | RA | APPROVED | 2024-08-26 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2024 | Present |
| J Biance Financial | Sebring | FL | 06/2014 | Present |
1) J Biance Financial; Yes Investment Related; 545 S Pine Street Sebring, FL 33870; Annuity & Life Insurance; Wealth Management Advisor; 06/2014; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Security Trading Hours. 2) Sebring Elks Lodge 1529; Not Investment Related; 2618 Kenilworth Blvd, Sebring FL 33870; Elks invest in their communities through programs that help children grow up healthy and drug-free, meet the needs of today's veteran's, and improve quality of life; Dinging room Manager, Volunteer, Bar Tender; 2/9/2022; 48hrs/Mo; 0hrs/Mo during Securities Trading Hours. Volunteer when needed, bar tend Friday nights and any other big parties that may be scheduled. Ongoing management of dining room (upgrades, cleaning, stocking, scheduling other volunteers to work). 3) Estate Planning Documents Services; Not Investment Related; 545 S Pine St. Sebring, FL 33870; Estate Planning; Facilitator; 7/13/2026; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Introduce, Coordinate, and Provide access to platform for clients to prepare estate planning documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
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