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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-29 |
| AZ | RA | APPROVED | 2023-12-01 |
Branch Locations
40 Burton Hills Blvd Ste 200, Nashville, TN 37215 • United States
15333 N Pima Rd Ste 133, Scottsdale, AZ 85260 • United States
8765 W Kelton Ln Bldg C-2, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 08/2010 | 10/2023 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 12/2015 | 10/2023 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 10/2023 |
| Clear Solutions, Llc Dba Bergen Financial Group | Peoria | AZ | 10/2023 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2023 | Present |
1.) Clear Solutions, LLC DBA Bergen Financial Group; Yes Investment Related; 8765 West Kelton Lane, Building C-2. Peoria, AZ 85382; Insurance Sales; Financial Advisor; Start Date 10/2023; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services 2.) MeyProperties LLC, Not Investment Related; 320 Old Hickory Rd Apt 1501, Nashville, TN 37221; Flipping Properties, Owner; Start Date 10/2023; Approx. 00 hours a month; Approx. 00hours during trading; Managing the daily business activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-27 |
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