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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluepine Financial | Sisters | OR | 02/2023 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2023 | Present |
| Esi - Energyneering Systems Inc. | Sisters | OR | 01/2023 | 02/2023 |
| Laird Superfood | Sisters | OR | 04/2018 | 12/2022 |
| Solid Rock Stone Countertops | Sisters | OR | 01/2015 | 01/2018 |
| Columbia Pacific Tax Service Llc | Bend | OR | 02/2018 | 04/2018 |
1) BLUEPINE FINANCIAL; INVESTMENT RELATED; 704 HOOD AVE STE A SISTERS, OR 97759; LIFE INSURANCE & ANNUITY; PRODUCER; 2/2023; 10HRS/MO; 10/HRS/MO DURING SECURITY TRADING HOURS; ANALYZE CLIENT SITUATIONS AND PRODUCE SUITABLE RECOMMENDATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-02 |
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