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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-14 |
| NC | RA | APPROVED | 2023-08-29 |
| SC | RA | APPROVED | 2023-08-29 |
Branch Locations
1301 Riverplace Blvd Ste 2420, Jacksonville, FL 32207 • United States
80 Peachtree Rd Ste 220, Asheville, NC 28803 • United States
735 5Th Avenue West, Hendersonville, NC 28739 • United States
211 Randall Street, Greer, SC 29651 • United States
545 S Pine Street, Sebring, FL 33870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J Biance Financial | Hendersonville | NC | 07/2018 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 08/2023 | Present |
| Mack Mckeller Law Office | Brevard | NC | 07/2011 | 07/2018 |
| Freedom Travels | Pisgah Forest | NC | 08/2023 | 08/2026 |
| Life Insurance | Hendersonville | NC | 12/2023 | Present |
1) Life Insurance; Yes Investment Related; 735 5th Avenue West Hendersonville, NC 28739; Provide wealth management advice as well as recommendations for appropriate life insurance products for J. Biance Financial clients only; Wealth Management Advisor; 12/4/2023; 10hrs/Mo; 10hrs/Mo during Security Trading Hours; Meet with clients on an as-needed basis to provide financial planning and insurance recommendations. 2) Estate Planning Documents Services; Not Investment Related; 735 5th Avenue West Hendersonville, NC 28739; 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 | 2023-08-26 |
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