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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-24 |
Branch Locations
11675 Rainwater Dr Ste 600, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epiq Global | Atlanta | GA | 06/2019 | 06/2020 |
| University Communities | Raleigh | NC | 07/2020 | 03/2021 |
| Advantage One Brokers | Atlanta | GA | 03/2021 | 12/2021 |
| Ty J Young Wealth Management | Atlanta | GA | 10/2021 | 12/2022 |
| Hoffman Financial Group | Atlanta | GA | 12/2022 | 01/2024 |
| Hoffman Financial Group | Atlanta | GA | 01/2024 | 06/2026 |
| Student | Chamblee | GA | 01/2014 | 05/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2026 | Present |
| Three Bridges Wealth Management | Alpharetta | GA | 07/2026 | Present |
| Brookstone Wealth Advisors, Llc | Kennesaw | GA | 02/2024 | 08/2026 |
| Clydes | Tallahassee | FL | 08/2017 | 05/2020 |
Three Bridges Wealth Management; Yes Investment Related; 11675 Rainwater Dr, Ste 600 Alpharetta, GA 30009; Insurance Sales; Retirement Wealth Advisor; 07/21/2026; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-11 |
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