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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-03 |
Branch Locations
8765 W Kelton Ln Bldg C-2, Peoria, AZ 85382 • United States
15333 N Pima Rd Ste 133, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2011 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 06/2024 | 01/2025 |
| Digital Intelligence Systems | Salt Lake City | UT | 05/2024 | 06/2024 |
| Asu Fintech Bootcamp | Tempe | AZ | 12/2022 | 05/2024 |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 03/2025 | 09/2025 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 03/2025 | 09/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2025 | Present |
| Clear Solutions, Llc Dba Bergen Financial Group | Peoria | AZ | 10/2025 | Present |
Clear Solutions, LLC DBA Bergen Financial Group; Yes, Investment Related; 8765 W. Kelton Ln. BLDG C-2, Peoria, AZ, 85382; Insurance Sales; POSITION Licensed Insurance Agent / Financial Advisor; Start Date 10/2025; Approx. 40 hours a month; Approx. 30 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-24 |
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