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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED_RES | 2023-11-13 |
| AZ | RA | APPROVED | 2022-03-07 |
Branch Locations
15333 N Pima Rd Ste 133, Scottsdale, AZ 85260 • United States
9171 Towne Centre Drive Suite 215, San Diego, CA 92122 • United States
8765 W Kelton Ln Bldg C-2, Peoria, AZ 85382 • United States
1745 South Alma School Road #275, Mesa, AZ 85210 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Horter Investments | Cincinnati | OH | 12/2015 | 05/2020 |
| Clear Solutions Llc Dba Bergen Financial Group | Peoria | AZ | 07/2003 | Present |
| Simplicity Wealth, Llc | Summit | NJ | 05/2020 | 02/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2022 | Present |
1.) Clear Solutions, LLC DBA Bergen Financial Group; YES INVESTMENT RELATED; 8765 W. Kelton Ln. BLDG C-2, Peoria, AZ, 85382; INSURANCE SALES; Owner; START DATE 07/2003; APPROX 40 HRS/MONTH; APPROX 30 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) Bergens Mission; YES INVESTMENT RELATED; 8765 W. Kelton Ln. BLDG C-2, Peoria, AZ, 85382; CHARITY; Secretary/Treasurer; START DATE 09/2008; APPROX 1 HRS/MONTH; APPROX 1 HRS/MONTH DURING TRADING; Banking & Accounting. 3.) H&D Holdings A, LLC; YES INVESTMENT RELATED; 9315 W. Avenida Del Sol, Peoria, AZ 85383; Real Estate; Partner/Owner; START DATE 08/2021; APPROX 0 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; None.? 4.) H&D Holdings B, LLC; YES INVESTMENT RELATED; 9315 W. Avenida Del Sol, Peoria, AZ 85383; Real Estate; Partner/Owner; START DATE 08/2021; APPROX 0 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-24 |
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