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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
Branch Locations
8765 W Kelton Lane Bldg. C-2, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Northvale | NJ | 04/2016 | 01/2017 |
| Jpmorgan Chase Bank | Northvale | NJ | 02/2016 | 01/2017 |
| Unemployed | Belleville | NJ | 01/2017 | 12/2017 |
| Simplicity Financial Marketing | Scottsdale | AZ | 12/2017 | 01/2019 |
| Simplicity Financial Investment Services, Inc. | Scottsdale | AZ | 01/2019 | 06/2019 |
| Psp & Associates, Inc. | Peoria | AZ | 06/2019 | 06/2020 |
| Psp Financial Services Llc | Peoria | AZ | 11/2019 | 05/2020 |
| Financial Engines Advisors L.L.C. | Santa Clara | AR | 11/2020 | 11/2024 |
| Unemployed | Phoenix | AZ | 06/2020 | 11/2020 |
| Edelman Financial Engines | Santa Clara | CA | 11/2024 | 11/2025 |
| Unemployed | Phoenix | AZ | 11/2025 | 04/2026 |
| Bergen Financial Group | Peoria | AZ | 04/2026 | Present |
| Ae Wealth Management | Topeka | KS | 04/2026 | Present |
| Clear Solutions Llc Dba: Bergen Financial Group | Peoria | AZ | 07/2026 | Present |
Clear Solutions LLC dba Bergen Financial Group; Yes, Investment Related; 8765 W Kelton Lane, Bldg. C-2, Peoria AZ 85382; Advisor/Agent; Insurance Sales; Start Date 07/2026; Approx. 60 hours a month; Approx. 60 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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