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10200 Forest Green Blvd. Suite 306, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-18 |
Branch Locations
10200 Forest Green Blvd. Suite 306, Louisville, KY 40223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | La Grange | KY | 05/2014 | 05/2017 |
| Fifth Third Securities | La Grange | KY | 10/2015 | 05/2017 |
| Centerline Wealth Advisors, Llc | Louisville | KY | 03/2025 | Present |
| Nationwide Life Insurance Co. | Louisville | KY | 05/2017 | 05/2018 |
| State Farm Insurance | Louisville | KY | 10/2022 | 02/2023 |
| Yellow Cardinal Advisory Group | Louisville | KY | 02/2023 | 03/2025 |
| Dpl Financial Partners | Louisville | KY | 08/2022 | 10/2022 |
| Clean Eatz | Louisville | KY | 07/2022 | 08/2022 |
| Lowe's | Carlsbad | CA | 02/2022 | 07/2022 |
| Amerisave Mortgage Corporation | Louisville | KY | 08/2019 | 01/2022 |
| Kemper | Louisville | KY | 06/2018 | 01/2019 |
| Unemployed | Louisville | KY | 02/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-18 |
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