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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-15 |
| WY | RA | APPROVED | 2024-04-15 |
Branch Locations
2900 S College Ave Ste Unit # Lc, Fort Collins, CO 80525 • United States
2015 Central Ave Ste G, Cheyenne, WY 82001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 04/2024 | Present |
| Ascend Asset Management | Fort Collins | CO | 01/2023 | Present |
| Aspire3D | Loveland | CO | 04/2021 | 01/2023 |
| Family Promise Of Cheyenne | Cheyenne | WY | 10/2019 | 04/2021 |
| Gateway Construction | Cheyenne | WY | 03/2018 | 10/2019 |
| Walmart D.C. | Cheyenne | WY | 07/2017 | 03/2018 |
| Samuels Jewelers | Cheyenne | WY | 09/2015 | 05/2017 |
| Sherwin Williams | Cheyenne | WY | 09/2015 | 05/2017 |
1) Ascend Asset Management; Yes Investment Related; 2900 S College Ave Fort Collins, CO 80525; Life Insurance & Annuity Products; Agent; 1/2023; 80hrs/Mo; 4hrs/Mo during Securities Trading Hours; Educate clients on the benefits of insurance products, and help them find a policy that fits their needs. 2) Crossroads Safehouse; Not Investment Related; 421 Parker St, Fort Collins CO 80525; Crossroads Safehouse serves families and individuals who are victims of domestic violence with essential services to regain their livelihood away from domestic abuse; Secretary and member of the Fundraising Committee; 12/2023; 4hrs/Mo; 2hrs/Mo during Securities Trading Hours; I am responsible for recording monthly minutes, voting and providing opinions for program direction, and helping organize/fundraise for the annual gala.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
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