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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 04/2024 | Present |
| Domino's | San Diego | CA | 05/2020 | 09/2020 |
| Cross Eyed Cricket | Peoria | AZ | 09/2020 | 11/2023 |
| Hybrid Retirement Solutions Llc Dba Oxford Retirement & Estate | Sun City | AZ | 06/2023 | Present |
| Serra High School | San Diego | CA | 09/2015 | 06/2019 |
| Grand Canyon University | Phoenix | AZ | 08/2019 | 12/2022 |
| Dare To Retire U | Sun City | AZ | 02/2025 | Present |
1.) Hybrid Retirement Solutions LLC DBA Oxford Retirement & Estate Planning; Yes Investment Related; 10699 West Bell Road, Sun City, AZ 85351; Insurance Sales; Wealth Manager; Start Date: 06/2023; Approx. 160 hours a month; Approx. 100 hours during trading; Insurance Sales and Services 2.) DARE TO RETIRE U; Yes Investment Related; 10699 West Bell Road, Sun City AZ 85351; Educational Marketing; Instructor; Start Dated 02/2025; Approx. 08 hours a month; Approx. 08 hours during trading; Teach Classes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
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