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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED_RES | 2026-02-11 |
Branch Locations
7508 New La Grange Road #2, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Louisville | KY | 01/2008 | 10/2017 |
| First Allied Securities, Llc | San Diego | CA | 10/2017 | 03/2020 |
| Silver Oak Securities Inc. | Louisville | KY | 03/2020 | Present |
| Magnate Advisory Services, Llc | Louisville | KY | 03/2020 | 11/2020 |
| Retirement Planning Solutions | Louisville | KY | 11/2020 | Present |
| Clover Wealth Partners | Louisville | KY | 04/2024 | Present |
1) Retirement Planning Solutions; Investment-Related; 3432 Stony Spring Circle, Louisville, KY 40220; LLC; Investment Adviser Representative; Start Date: 3/1/2021; 200 hours devoted monthly; 150 hours devoted monthly during trading hours; Investment Advisory Business start date of 3/1/2021 2) Louisville Kings Lacrosse; Non-Investment Related; 600 N English Station Rd. Louisville, KY 40223; Corporation; Head Coach; Start Date: 9/9/2023; 5 hours devoted monthly; 0 hours devoted during trading hours; Coaching the fundamentals of Lacrosse 3) "Clover Wealth Partners, LLC",Is Investment Related,"7508 New La Grange Road, #2, Louisville, KY, 40222, United States",Financial Planning,Owner,6/1/2024,160 hours per month,120 hours per month during trading hours,Fee Based Compensation,"I am part owner of Clover Wealth Partners, LLC. This is a DBA providing Financial Planning services and Insurance business and we plan to start using our services and office space starting 6/1/2024." 4) Assumption High School; Is Not Investment Related; 2170 Tyler Lane Louisville, KY, 40205, United States; Coaching; Lacrosse Coach; Start Date: 3/1/2025; 15 hours devoted monthly; 0 hours devoted during trading hours; Salary Compensation, Assistant girls lacrosse coach for JV and Varsity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-21 |
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