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150 E. Broad St. Suite 100, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-12-03 |
Branch Locations
150 E. Broad St. Suite 100, Columbus, OH 43215 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Antolino & Associates | Columbus | OH | 04/2004 | Present |
| Aa Financial Advisors, Llc | Columbus | OH | 01/2012 | Present |
| Kestra Investment Services, Llc | Columbus | OH | 04/2006 | Present |
Business Name: AA Financial Advisors The Cricket Company Investment Related: Yes Address: 150 E Broad St Suite 100 Columbus OH 43215 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee / Non Owner Partner Start Date: 4/1/2006 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: IAR Review The Cricket Company models to be sure they still represent the allocation we desire for our clients.Business Name: Antolino & Associates Investment Related: Yes Address: 150 E. Broad St. Columbus OH 43215 Nature of Business: Insurance Position, Title or Relationship: employee Start Date: 5/3/2004 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: help clients buy life insurance, service existing policiesBusiness Name: AFC 2019 Reserve, LLC Investment Related: Yes Address: 150 E. Broad St. Suite 100 Columbus OH 43215 Nature of Business: Other Other/None of the Above no business activity. Will hold an investment account Position, Title or Relationship: Treasurer Start Date: 8/21/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Keep financial records, monitor accountsBusiness Name: Finances Simplified Investment Related: No Address: 150 E. Broad St. Columbuss OH 43215 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Minority interest owner Start Date: 9/5/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None other than facillitate information for clients of our firm who use the service
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