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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
3155 Gateway Lane, Cantonment, FL 32533 • United States
3155 Gateway Lane, Cantonment, FL 32533 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercury Alternatives Group Llc | Paramus | NJ | 06/2013 | 07/2018 |
| American United Life | Cantonment | FL | 07/2018 | 06/2026 |
| Oneamerica Securities | Cantonment | FL | 09/2018 | 06/2026 |
| Madison Avenue Securities | San Diego | CA | 07/2026 | Present |
| Ae Financial Services, Llc | Topeka | KS | 07/2026 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2026 | Present |
| American Heritage Financial | Cantonment | FL | 07/2017 | Present |
1. American Heritage Financial; 3155 Gateway Ln, Cantonment, FL 32533; Non-Variable Insurance; Agent; Start Date 7/2017; Investment-Related; Approx 80 Hrs/Month, 60 Hrs/Month during trading hours; Insurance Sales and Services. 2. Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes, Investment Related; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services. 3. AE Financial Services LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services. 4. AE Wealth Management LLC; Yes, Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Investment Advisor Representative Investment Advice for fee; Start Date 07/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Securities Sales and Services. 5. Wealth DX LLC; 240 N Tarragona St, Pensacola, FL 32502; Financial Education for Medical Professionals; Partner; Start Date 1/2024; Not Investment-Related; Approx 5 Hrs/Month, 2 Hrs/Month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-03 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-02 |
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