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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-24 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Strategic Wealth Designers, Llc | Louisville | KY | 07/2002 | Present |
| Dicken Performance, Inc. | Sunny Isles Beach | FL | 08/2010 | Present |
| Dicken Leasing Inc | Sunny Isles Beach | FL | 11/2009 | Present |
| M&C Ventures, Inc. | Sunny Isles Beach | FL | 09/2009 | Present |
| Retirement Planning University, Inc. | Sunny Isles Beach | FL | 12/2020 | Present |
| Strategic Wealth Intellectual Property | Sunny Isles Beach | FL | 12/2020 | Present |
| Strategic Wealth Property & Casualty | Louisville | KY | 12/2020 | Present |
| Total Return Capital Management | Sunny Isles Beach | FL | 11/2021 | Present |
| Strategic Wealth Investment Group, Llc | Louisville | KY | 10/2012 | Present |
Dicken Leasing - President, Leasing Equipment and Cars; Not Investment Related; Start Date: 08/2010; Location: 15701 Collins Avenue, Suite 4102, Sunny Isles Beach, FL 33160; Duties: Manage and operate business; 1 HR/MTH Dicken Performance - President, Race Team; Not Investment Related; Start Date: 10/2009; Location: 15701 Collins Avenue, Suite 4102, Sunny Isles Beach, FL 33160; Duties: Manage the team, 1HR/MTH M&C Ventures - President, Consulting Firm that provides marketing and consulting services; Not Investment Related; Start Date: 10/2009; Location: 15701 Collins Avenue, Suite 4102, Sunny Isles Beach, FL 33160; Duties: Manage and operate business; 1HR/MTH Retirement Planning University, Inc. - President; Retirement and Education Classes; Not Investment Related; Start Date: 12/2020; Location: 15701 Collins Avenue, Suite 4102, Sunny Isles Beach, FL 33160; Duties: Manage and operate business; 1HR/MTH during Trading Hours and 1HR/MTH outside of Trading Hours. Strategic Wealth Property & Casualty- President; Property & Casualty Insurance Agency; Not Investment Related; Start Date: 12/2020; Location: 500 Hurstbourne Pkwy, Suite 120, Louisville, KY 40222; Duties: Manage and operate business; 5HR/MTH during Trading Hours and 5HR/MTH outside of Trading Hours. Strategic Wealth Intellectual Property - President; Intellectual Property Holdings; Not Investment Related; Start Date: 12/2020; Location: 15701 Collins Avenue, Suite 4102, Sunny Isles Beach, FL 33160; Duties: Manage and operate business; 5HR/MTH during Trading Hours AND 5HR/MTH outside of Trading Hours. Total Return Capital Management - Founder & Chairman. Private Equity Fund; Investment related; Start date: 11/2021; Location: 15701 Collins Avenue, Suite 4102, Sunny Isles Beach, FL 33160 Strategic Wealth Designers - Founder & CEO, Insurance Agency, Investment Related; Start Date: 07/2002; Location: 500 N. Hurstbourne Pkwy., Suite 120, Louisville, KY 40222 DGR Holdings Limited - No title; Franchise and intellectual property company; Not Investment Related; Start Date: 02/2024 Pneuma IP - No title; Independent medical software company; Not Investment Related; Start Date: 10/2021 RJM Cuisine, LLC dba Peppi's Pizza -No title; Restaurant business; Not Investment Related; Start Date: 12/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-15 |
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