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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-24 |
| TX | RA | APPROVED_RES | 2022-05-24 |
Branch Locations
126 E Vine St, Mount Vernon, OH 43050 • United States
501 West Shrock Rd. Suite 100, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 01/2018 |
| Lifepro Asset Management | Westerville | OH | 01/2018 | 04/2022 |
| Merit Advisors, Llc | Westerville | OH | 01/2005 | Present |
| Goldberg, Clouse & Edgell | Westerville | OH | 08/2009 | 01/2017 |
| Ae Wealth Management Llc | Topeka | KS | 05/2022 | Present |
1. Merit Advisors, LLC; Yes Investment Related; 501 West Shrock Rd. Suite 100, Westerville, OH 43081, Insurance, Owner; Start Date: 08/2016; 160 hours per month, 100 hours during trading; Financial Strategy and Insurance Sales. 2. Fellowship of Christian Athletes (Whole in One Ministry) Not Investment Related; 565 Metro Pl S #300, Dublin OH, 43017; Board Member; Start Date 01/2022; 04 hours a month; 00 hours a month during trading; Board member, goes to monthly meetings and assists in planning for fundraisers. 3. Fugezi Hills, LLC; Yes Investment Related; 7020 Newark Road Mt Vernon OH, 43050; Member; Start Date 01/2014; 08 hours a month; 00 hours a month during trading; Partnership and Capital Appreciation 4. Merit Benefits, LCC; Yes Investment Related; 501 West Shrock Rd. Suite 100, Westerville, OH 43229; Owner; Start Date 12/2019; 02 hours a month; 00 hours a month during trading; Employee Benefits Business offering health oriented insurance solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-03 |
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