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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-04 |
Branch Locations
2011 Palomar Airport Rd. Suite 302, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgepoint Education | San Diego | CA | 05/2011 | 10/2019 |
| Comprehensive Advisor | Carlsbad | CA | 05/2021 | Present |
| Ae Wealth Management Llc | Topeka | KS | 06/2024 | Present |
| Unemployed | Carlsbad | CA | 10/2019 | 05/2021 |
1.) Comprehensive Advisor: Yes Investment Related; 2011 Palomar Airport Rd. Suite #302, Carlsbad, CA 92011; Insurance Sales; POSITION Service Advisor; Start Date 05/2024; Approx. 2 hours a month; Approx. 2 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-11 |
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