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Consolidated Financial CRD 119695
$589M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5850 Venture Drive Suite A, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-14 |
| OH | RA | APPROVED | 2009-01-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Consolidated Financial | Dublin | OH | 09/1998 | Present |
INDEPENDENT INSURANCE AGENT-SELLS PROPERTY & CASUALTY INS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-06 |
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