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2319 Lime Kiln Lane Suite A, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-11-20 |
Branch Locations
2319 Lime Kiln Lane Suite A, Louisville, KY 40222 • United States
136 Breckenridge Lane Suite 101, Louisville, KY 40207 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Advisors, Llc | Louisville | KY | 11/2007 | 10/2020 |
| The Benefits Firm | Louisville | KY | 05/2003 | Present |
| Southeast Investments, N.C. Inc. | Charlotte | NC | 01/2010 | 01/2017 |
| Advantage Investment Mgmt | Louisville | KY | 11/2020 | Present |
| Benchmark Advisory Services, Llc | Stockbridge | GA | 01/2021 | 01/2022 |
1) The Benefits Firm - Not investment related - 136 Breckinridge Lane, Suite 101, Louisville Ky 40207 - Insurance - Owner - 10/2003 - 40hrs/mo - 20hrs/mo during trading hrs - Sell & maintain health insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-02 |
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