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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-05 |
| IN | RA | APPROVED | 2022-05-24 |
| KY | RA | APPROVED | 2022-05-24 |
| OH | RA | APPROVED | 2022-05-24 |
Branch Locations
7908 Cincinnati Dayton Rd Ste I, West Chester, OH 45069 • United States
10403 Harrison Ave, Harrison, OH 45030 • United States
155 N Fort Thomas Ave, Fort Thomas, KY 41075 • United States
348 Walnut St, Lawrenceburg, IN 47025 • United States
2135 Chamber Center Dr, Lakeside Park, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conservative Financial Solutions, Llc | Harrison | OH | 01/2022 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 05/2022 | Present |
| First Financial Bank | Lawrenceburg | IN | 09/2015 | 01/2022 |
1.) CONSERVATIVE FINANCIAL SOLUTIONS, LLC; YES INVESTMENT RELATED; 10403 HARRISON AVE, SUITE 100, HARRISON, OH 45030; INSURANCE SALES; WEALTH ADVISOR; START DATE 01/2022; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
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