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745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED_RES | 2024-09-10 |
| KY | RA | APPROVED | 2024-01-12 |
Branch Locations
745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527 • United States
5 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 |
|---|---|---|---|---|
| Zim Acropolis, Llc | Louisville | KY | 03/2008 | 11/2016 |
| Allstate Insurance Co | Louisville | KY | 11/2016 | 05/2018 |
| Sippin Tea Company | Louisville | KY | 01/2013 | 10/2020 |
| Portsmouth Financial Services, Inc. | Louisville | KY | 09/2017 | 05/2018 |
| Magnate Advisory Services, Llc | Louisville | KY | 12/2019 | 09/2020 |
| University Of Louisville | Louisville | KY | 05/2018 | 12/2019 |
| Aria Retirement | Louisvilee | KY | 01/2018 | 05/2018 |
| American Capital Management Inc. | New Albany | IN | 01/2021 | 10/2022 |
| Copperwood Financial | Louisville | IN | 12/2022 | Present |
| Klg Management Inc. Dba Copperwood Insurance Services | Louisville | KY | 01/2022 | Present |
| Fish Agency | Louisville | KY | 01/2022 | Present |
| Greyhawk Capital Management | Ketchum | ID | 09/2022 | 12/2022 |
| Kidvestors | Louisville | KY | 12/2022 | Present |
1) FISH AGENCY; NEW YORK, NY; PLACEMENT AGENCY/APPOINTMENT SETTER; HEAD OF SALES; 01/2022; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INITIAL SALES LEAD TO INTRODUCE COMPANY TO POTENTIAL CLIENTS. 2) KLG MANAGEMENT INC.; INVESTMENT RELATED; 745 McCLINTOCK DR., SUITE 308, BURR RIDGE, IL 60527; INSURANCE PRODUCTION AGENCY; PRODUCER; 01/2022; APPROX. 5 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCER. 3) POPSTAR VENTURES; INVESTMENT RELATED; MANHATTAN, NY; VENTURE CAPITAL FIRM; WEALTH ADVISORY CONSULTANT; 10/2023; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NON-COMPENSATED ADVISOR TO GENERAL BUSINESS, CAPITAL FUNDRAISE, AND CLIENT ACQUISITION FUNCTIONS. 4) SHARK JOCKEY PRO; INVESTMENT RELATED; LOUISVILLE, KY; BRANDING AND MARKETING SOLUTIONS PLATFORM; SPORTS AND ENTERTAINMENT ACCREDITED WEALTH ADVISOR; 06/2023; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NON-COMPENSATED FINANCIAL ADVISOR. 5) PRO ATHLETE WEALTH (DBA NAME AND SEPARATE BUSINESS FUNCTION OF COPPERWOOD FINANCIAL); INVESTMENT RELATED; LOUISVILLE, KY; INVESTMENT ADVISOR FIRM DBA NAME; CO-FOUNDER, DIRECTOR ATHLETE & ENTERTAINER WEALTH MANAGEMENT; 01/2024; APPROX. 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; REGISTERED INVESTMENT ADVISOR REPRESENTATIVE ADVISING PRO ATHLETES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-21 |
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