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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-16 |
Branch Locations
717 Highway 287 N Ste 601, Mansfield, TX 76063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plano Isd | Plano | TX | 08/2015 | 07/2019 |
| Arlington Isd | Arlington | TX | 08/2019 | 05/2021 |
| Biltmore Financial Services | Mansfield | TX | 04/2020 | Present |
| Triumph Wealth Advisors, Inc. | Woodstock | GA | 08/2023 | 01/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2024 | Present |
1) Biltmore Financial Services; Yes Investment Related; 717 Hwy 287 N Ste 601 Mansfield, TX 76063; Selling Annuities and Life Insurance; Senior Associate; 04/2020; Approx. 176hrs/Mo; Approx. 130hrs/Mo; Meet with client for review, assist John with prospect meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-08 |
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