This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ELLIS FINANCIAL SOLUTIONS LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S66

First exam

Jul 31, 2018

First registration

Sep 6, 2018

Dual registered

no

Other names

Aaron Michael Locker|Aaron Locker

IAPD individual key

6953250

• Occurred

  Jan 26, 2022
  Advisor changed firm

  Aaron Michael Locker left Summit Financial Planning for Ellis Financial Solutions Llc (registered 2025-09-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88e8002f-377d-4948-a626-45ae8b2c0651

First observed

Sep 6, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.