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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-17 |
Branch Locations
7354 S Alton Way Ste 103, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 05/2024 | Present |
| Togo's Sandwhiches | Bend | OR | 07/2018 | 10/2018 |
| Campfire Hotel Llc | Bend | OR | 04/2020 | 01/2022 |
| Crumbl Cookies | Bend | OR | 08/2022 | 03/2023 |
| Super 8 By Wyndham | Driggs | ID | 09/2023 | 04/2024 |
| Financial Integrity | Centennial | CO | 05/2024 | Present |
| Student | Rexburg | ID | 03/2023 | 09/2023 |
| Student | Rexburg | ID | 01/2022 | 08/2022 |
| Student | Bend | OR | 10/2018 | 04/2020 |
| Student | Bend | OR | 05/2014 | 06/2018 |
1) Caleb Bitner; Not Investment Related; 7354 S Alton Way Ste 103 Centennial, CO 80112; Insurance Sales. Annuities, Life Insurance, Medicare Plans; Client Service Advisor; 40hrs/Mo; 20hrs/Mo during Securities Trading Hours. Client Service, Medicare sales, New Client acquisition.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
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