This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

AE WEALTH MANAGEMENT, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 6, 2023

First registration

Sep 25, 2023

Dual registered

yes, broker-dealer

Other names

Marquis Lavell Chachere|Marquis Chachere

IAPD individual key

7397589

• Occurred

  Jun 26, 2026
  Advisor changed firm

  Marquis L Chachere left Oneamerica Securities, Inc. for Ae Wealth Management, Llc (registered 2026-07-15)

  Form ADVobserved 5 days ago
• Occurred

  Dec 7, 2023
  Advisor changed firm

  Marquis L Chachere left Equitable Advisors, Llc for Oneamerica Securities, Inc. (registered 2024-03-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:38c6038a-7da7-ea65-73cd-aa7ac43c2123

First observed

Sep 25, 2023

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.