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301 Townepark Circle, Louisville, KY 40243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2017-01-17 |
| TX | RA | APPROVED | 2017-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jjb Hilliard Wl Llc | Louisville | KY | 09/2008 | 01/2017 |
| Reliant Wealth Planning | Louisville | KY | 01/2017 | Present |
| Comprehensive Asset Management And Servicing, Inc. | Parsippany | NJ | 01/2017 | 12/2023 |
1-Reliant Wealth Planning; Louisville, KY; Service description: Registered Investment Advisor; Start date: 01/2017. End date 2-2025.; Title: Founding Partner-Owner; Duties: Financial planning; Time spent: 100%. 2-301 Townepark, LLC; Louisville, KY; Service description: Building-Commercial; Start date: 01/2017; Title: Owner-Founding Partner; Duties: Building owner; Time spent: 1 hr./wk. 3-Rental property owned by Shaun Chelf, Investment related:No, 2105 S English Station Rd, Louisville, KY, 40299, Shaun owns 2nd home that he rents out to a Reliant Wealth Planning RIA employee, Steve Cline, Owner, 10/01/2021, 1 hour per month, Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-27 |
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