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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-03 |
| OR | RA | APPROVED | 2024-02-29 |
Branch Locations
243 Sw Scalehouse Loop Ste 1B, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 02/2024 | Present |
| Aerodyne Wealth Management/Aerodyne Financial | Bend | OR | 10/2023 | Present |
| Bluestone Retirement | Sisters | OR | 03/2021 | 09/2023 |
| Norcal Gloves | Redding | CA | 03/2020 | 02/2021 |
| Unemployment | Redding | CA | 08/2019 | 02/2020 |
| The Crowning Jewels | Redding | CA | 08/2018 | 08/2019 |
| Yaley Enterprises | Redding | CA | 03/2018 | 08/2018 |
| Self Employed With Guardian One Insurance | Redding | CA | 04/2016 | 03/2018 |
1) Aerodyne Wealth Management; Yes Investment Related; 243 SW Scalehouse Loop Ste 1B, Bend, OR 97702; Insurance Product Sales; Owner/CEO; 10/2023; Approx. 100hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours. Running the business, conducting meetings. 2) ShaeWellness Health Coaching; Not Investment Related; 243 SW Scalehouse Loop, Suite 1B, Bend OR 97702; Health and Wellness Coaching. ShaeWellness is the corporate world's first DNA-driven, Mental Wellbeing & Physical Health epigenetic solution delivering complete lifestyle support at work, and at home; Health Coach/Brand Ambassador; 6/9/2025; 10hrs/Mo; 0hrs/Mo during Securities Trading Hours; I am a Certified Health Coach and a Brand Ambassador simply discussing and promoting Mental Wellbeing & Physical Health via epigenetic solutions and tools.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
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