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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-24 |
| TX | RA | APPROVED_RES | 2022-05-24 |
Branch Locations
501 West Shrock Rd. Suite 100, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldberg, Clouse And Edgell, Llc | Westerville | OH | 09/2014 | 08/2017 |
| Kestra Financial Services Inc. | Austin | TX | 09/2014 | 01/2018 |
| Lifepro Asset Management | Westerville | OH | 01/2018 | 04/2022 |
| Merit Advisors | Westerville | OH | 09/2017 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 05/2022 | Present |
1. Merit Advisors LLC, Yes Investment Related: 501 West Shrock Rd. Suite 100, Westerville, OH 43081, Insurance, Wealth Strategist; Start Date: 6/2017, 100 hours per month, 50 hours per month during trading; Selling life insurance and fixed indexed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-08 |
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