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Karen Alford Parroco

Canopus Wealth Management

Louisville, KY

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Current Employers
Canopus Wealth Management

9900 Corporate Campus Drive Suite 2100, Louisville, KY 40223-5010 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-06
  • KY RA
    APPROVED
    Since 2025-01-06

Branch Locations

9900 Corporate Campus Drive Suite 2100, Louisville, KY 40223-5010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sterling Financial Group Louisville KY 03/2010 06/2017
Financial Family Office, Ltd. Louisville KY 06/2017 Present
C Wealth Management Llc Louisville KY 07/2017 Present
  • 03/2010 → 06/2017
    Sterling Financial Group
    Louisville, KY
  • 06/2017 → Present
    Financial Family Office, Ltd.
    Louisville, KY
  • 07/2017 → Present
    C Wealth Management Llc
    Louisville, KY
Previous Registrations
  • 2011-09-23 → 2017-07-24
    Sterling Financial Group, Ltd.
    Louisville, KY
Other Businesses

Karen Alford Parroco is an accountant. From time to time, she will offer clients advice or products from this activity. C Wealth Management LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of C Wealth Management LLC in their capacity as an accountant. Karen also owns residential rental properties in Kentucky and Florida. These are strictly personal rental properties and there is no client involvement in any of these properties.

Designations

View on SEC IAPD

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