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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cy Financial, Llc | Overland Park | KS | 11/2013 | 03/2019 |
| Global Financial Private Capital, Llc | Sarasota | FL | 01/2016 | 12/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2016 | 12/2019 |
| Retirement Solutions Group, Inc | Overland Park | KS | 05/2019 | 12/2019 |
| Creativeone Securities, Llc | Overland Park | KS | 12/2019 | 12/2022 |
| Affinity Asset Mangement | Overland Park | KS | 12/2019 | 10/2022 |
| Pareto Systems | Kelowna | 07/2022 | Present | |
| Ae Wealth Management, Llc | Topeka | KS | 01/2025 | Present |
| Cy Financial, Llc | Overland Park | KS | 01/2025 | Present |
Pareto Systems; Not investment related; 2604 1593 Sutherland Ave. #101 Kelowna, BC V1Y 5Y7; Practice Management; Practice Management Coach; Start Date: 07/2022; 60 hrs/mo; 60 hrs/mo during trading hours; Client Coach teaching practice management system.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-07 |
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