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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-12
  • PA RA
    APPROVED
    Since 2023-12-12

Branch Locations

215 N Main St, Shrewsbury, PA 17361 • United States

2109 Market St, Camp Hill, PA 17011 • United States

1850 William Penn Way, Lancaster, PA 17601 • United States

1603 Rodney Road, York, PA 17408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ilgenfritz Financial Group York PA 02/2018 07/2018
Student Morgantown WV 08/2018 09/2020
Target York PA 10/2020 02/2021
Kroger Morgantown WV 03/2021 05/2021
Chewy Etters PA 06/2021 08/2021
Student Morgantown WV 08/2021 06/2023
Ilgenfritz Financial Group York PA 06/2023 Present
Ae Wealth Management, Llc Topeka KS 12/2023 Present
Student York PA 08/2013 06/2018
Jimmy Johns York PA 12/2017 02/2018
  • 02/2018 → 07/2018
    Ilgenfritz Financial Group
    York, PA
  • 08/2018 → 09/2020
    Student
    Morgantown, WV
  • 10/2020 → 02/2021
    Target
    York, PA
  • 03/2021 → 05/2021
    Kroger
    Morgantown, WV
  • 06/2021 → 08/2021
    Chewy
    Etters, PA
  • 08/2021 → 06/2023
    Student
    Morgantown, WV
  • 06/2023 → Present
    Ilgenfritz Financial Group
    York, PA
  • 12/2023 → Present
    Topeka, KS
  • 08/2013 → 06/2018
    Student
    York, PA
  • 12/2017 → 02/2018
    Jimmy Johns
    York, PA
Other Businesses

1.) Ilgenfritz Financial Group; Yes Investment Related; 1603 Rodney Road York, PA 17404; Insurance Sales; Client Service Advisor; 06/2023; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-09
  • S65 Uniform Investment Adviser Law Examination
    2023-11-09

View on SEC IAPD

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