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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-29 |
| CA | RA | APPROVED | 2019-03-27 |
Branch Locations
2011 Palomar Airport Rd Ste 302, Carlsbad, CA 92011 • United States
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 |
|---|---|---|---|---|
| Officialquote Insurance Services Llc | Carlsbad | CA | 07/2006 | 12/2016 |
| Comprehensive Advisor, Llc | Carlsbad | CA | 01/2011 | Present |
| Legacy Road, Llc | Carlsbad | CA | 01/2012 | 06/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2019 | Present |
COMPREHENSIVE ADVISOR, LLC; INVESTMENT-RELATED; 2011 PALOMAR AIRPORT RD, STE 302 CARLSBAD CA 92011; INSURANCE SALES AND SERVICE; OWNER/INSURANCE AGENT; 1/2011; 128 HOURS/MONTH; 128 HOURS/MONTH; SALES OF FIXED INSURANCE PRODUCTS AFEA POSITION: Chapter President & Speaker NATURE: AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2025 ADDRESS: 349 Copperfield Blvd NE STE-L #106, Concord NC 28025, United States DESCRIPTION: Financial education coach speaking on general retirement planning topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-28 |
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