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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-21 |
Branch Locations
Louisville, KY • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Louisville | KY | 07/2001 | 07/2018 |
| Waddell And Reed Inc | Louisville | KY | 06/2001 | 07/2018 |
| The Louisville Sales Club | Louisville | KY | 09/2008 | 07/2017 |
| Lpl Financial Llc | Louisville | KY | 08/2018 | 02/2025 |
| Savvy | Louisville | KY | 02/2025 | Present |
1. 8/31/2018 - FLEX Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/20/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 04/04/2024 - NexAnnuity - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 04/04/2024 - 1 Hour Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-19 |
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