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380 Missouri Ave Suite A2, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-12 |
| KY | RA | APPROVED | 2025-01-27 |
| OH | RA | APPROVED | 2024-10-02 |
| IN | RA | APPROVED | 2024-09-30 |
Branch Locations
380 Missouri Ave Suite A2, Jeffersonville, IN 47130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Management, Llc | Jeffersonville | IN | 04/2006 | 04/2019 |
| Mwm Advisory | Louisville | KY | 12/2014 | 05/2019 |
| Kestra Financial, Inc. | Jeffersonville | IN | 12/2018 | 09/2024 |
| Meritrust Wealth Management, Llc | Louisville | KY | 04/2019 | 09/2024 |
| Arena Wealth Advisors Llc | Jeffersonville | IN | 03/2024 | Present |
| Arena Wealth Advisors Llc | Jeffersonville | IN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-25 |
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