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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dason Llc | Chandler | AZ | 12/2006 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 08/2022 | Present |
| Advanced Vertical Planning Llc | Chandler | AZ | 06/2020 | Present |
1. DASON WEALTH MANAGEMENT; YES INVESTMENT RELATED; 4939 W RAY RD, STE 4-305, CHANDLER, AZ 85226; INSURANCE SALES; OWNER-MANAGING MEMBER; START DATE: 12/2006; APPROX 35 HOURS A MONTH; APPROX 25 HOURS DURING TRADING; INSURANCE SALES AND SERVICES. 2. ADVANCED VERTICAL PLANNING LLC; NOT INVESTMENT RELATED; 4939 W RAY RD, STE 4-305, CHANDLER, AZ 85226; PROFESSIONAL SERVICES EVALUATION; MEMBER OF LLC; START DATE: 06/2020; APPROX 5 HOURS A MONTH; APPROX 5 HOURS DURING TRADING; EVALUATES WHAT PROFESSIONAL SERVICES A CLIENT MAY NEED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-21 |
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