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Brice Lenier Murphy

Ae Wealth Management, LLC

Carlsbad, CA

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-04
  • CA RA
    APPROVED
    Since 2024-06-04

Branch Locations

2011 Palomar Airport Rd. Suite 302, Carlsbad, CA 92011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2011 → 10/2019
    Bridgepoint Education
    San Diego, CA
  • 05/2021 → Present
    Comprehensive Advisor
    Carlsbad, CA
  • 06/2024 → Present
    Topeka, KS
  • 10/2019 → 05/2021
    Unemployed
    Carlsbad, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-11
  • S65 Uniform Investment Adviser Law Examination
    2024-04-11

View on SEC IAPD

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