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150 E. Broad St. Suite 100, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-23 |
Branch Locations
150 E. Broad St. Suite 100, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Wholesale Mortgage | Pontiac | MI | 06/2017 | 03/2019 |
| Hansons-Brooks Distance Project | Rochester | MI | 08/2015 | 06/2017 |
| Kestra Investment Services, Llc | Columbus | OH | 03/2019 | Present |
| Aa Financial Advisors, Llc | Columbus | OH | 03/2019 | Present |
| Brooks Running | Rochester | MI | 04/2015 | 06/2017 |
| Aa Financial Advisors, Llc | Columbus | OH | 01/2024 | Present |
AA Financial Advisors : Antolino & Associates (Kestra is our broker dealer) Rental Income from house Name: AA FINANCIAL ADVISORS POSITION: Planner NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 03/11/2019 ADDRESS: 150 E. Broad St., Ste. 100, Columbus OH 43215, United States DESCRIPTION: -Prepare summaries and analysis of current client's accounts -Oversee implementation of plans -Answer service questions and requests from clients -Manage our Investment management strategies. -Oversee trading activity and make sure models are set up properly. -Assist with marketing of our investment management strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
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