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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-15 |
| IN | RA | APPROVED | 2025-10-01 |
| KY | RA | APPROVED | 2025-10-01 |
Branch Locations
10403 Harrison Avenue Ste 100, Harrison, OH 45030 • United States
2135 Chamber Center Dr, Ft. Mitchell, KY 41017 • United States
348 Walnut St., Lawrenceburg, IN 47025 • United States
7908 Cincinnati Dayton Rd Ste I, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conservative Financial Solutions | Harrison | OH | 06/2025 | Present |
| Harrison Tax & Accounting | Harrison | OH | 06/2018 | 05/2025 |
| Student | Cincinnati | OH | 08/2014 | 06/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2025 | Present |
Conservative Financial Solutions; Yes, Investment Related; 10403 Harrison Avenue Suite 100 Harrison, OH 45030; Insurance Sales; Wealth Advisor; Start Date 06/2025; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
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