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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-20 |
| KY | RA | APPROVED | 2025-11-05 |
Branch Locations
507 N. Mulberry Street, Elizabethtown, KY 42701 • United States
9300 Shelbyville Road Suite 320, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wright Legacy Group | Elizabethtown | KY | 05/2012 | 07/2024 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2024 | 10/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2025 | 10/2025 |
| Park Avenue Securites | Louisville | KY | 11/2025 | Present |
| Guardian Life Insurance Company | Louisville | KY | 11/2025 | Present |
| Guardian Life Insurance Company | Elizabethtown | KY | 11/2025 | Present |
| Park Avenue Securites | Elizabethtown | KY | 11/2025 | Present |
1. Wright Wealth LLC, Start Date: 2/6/2025, Nature: DBA, Address: 201 Marian Ct Elizabethtown, KY 42701, Duties: I use this to marketing for my role at PAS and Guardian, 0 total hours per month, Investment Related, 2. Computer Business Applications, Start Date: 5/1/2026, Nature: Bookkeeping and payroll, Address: 507 N Mulberry St Elizabethtown, KY 42701, Duties: Employee who will provide bookkeeping & payroll assistance for the company owner, 40 total hours per month; 25 during securities trading hours, Non-Investment Related, 3. Insurance products outside of Guardian, Start Date: 9/1/2026, Nature: Insurance sales, Address: 507 N Mulberry St Elizabethtown, KY 42701, Duties: Independent Contractor selling insurance other than Guardian, 8 total hours per month; 8 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2012-04-17 |
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