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100 East Rivercenter Blvd Suite 810, Covington, KY 41011-1513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
| KY | RA | APPROVED | 2006-01-06 |
Branch Locations
100 East Rivercenter Blvd Suite 810, Covington, KY 41011-1513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principled Wealth Advisors | Covington | KY | 11/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2005 | 03/2026 |
1. Owner, Principled Wealth Advisors, LLC: Investment related: Covington, Kentucky; entity created to facilitate advisory business, as of 01/20/2016, 100% of time spent during business hours, Investment related. 2. Insurance Agent: Fixed insurance sales; as of 02/12/2024; 1% time spent during securities trading hours; Covington, KY; Investment related; agent 3. Co-Owner, Hog Gap Hollow, LLC; an entity created for the purpose of buying and managing real estate in Lee County, KY, as of 01/18/2025; 0% time spent during business hours; Investment related. 4. Owner, Cruxstone, LLC; an entity created for the purpose of owning real estate in Lee County, KY; as of 1/31/2026; 0% time spent during business hours; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-17 |
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