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3012 Eastpoint Parkway, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| IN | RA | APPROVED | 2023-03-01 |
| KY | RA | APPROVED | 2022-12-22 |
Branch Locations
3012 Eastpoint Parkway, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellamine University | Louisville | KY | 08/2010 | 05/2019 |
| Mcandrew Enterprises | Louisville | KY | 08/2010 | Present |
| Lincoln Investment | Fort Washington | PA | 01/2018 | 03/2021 |
| Capital Analysts | Louisville | KY | 01/2018 | Present |
| Parkland Securities | Ann Arbor | MI | 06/2016 | 01/2018 |
| Shepherd Financial Investment Advisory Llc | Indianapolis | IN | 03/2018 | 03/2021 |
| Ifp Securites, Llc | Tampa | FL | 03/2021 | Present |
| Independent Financial Partners | Tampa | FL | 03/2021 | 12/2022 |
| Family Wealth Planning Partners | Loiusville | KY | 12/2022 | Present |
| Fwpp Insurance Llc | Louisville | KY | 06/2023 | Present |
6/2023 - FWPP Insurance LLC; Investment Related; 9200 Shelbyville Road, Ste 103, Louisville, KY 40222; Insurance services, 40+ hrs/week contemporaneous with providing advice through FWPP . FWPP Insurance LLC is licensed with the state of KY and is approved to write insurance business. LOUISVILLE TRACK CLUB POSITION: Vice President/Head Coach NATURE: Youth Track and Field Club INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2018 ADDRESS: 8312 Wolf Pen Branch Rd, Prospect KY 40059, United States DESCRIPTION: plan, organize implement all practices for youth club BUILDING INDUSTRY ASSOCIATION OF GREATER LOUISVILLE POSITION: Committee Member NATURE: Building Association INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2018 ADDRESS: 1000 N Hurstbourne Pkwy, Louisville KY 40223, United States DESCRIPTION: Participate on membership and associates committees LOGAN, LAVELLE & HUNT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/16/2018 ADDRESS: 11420 Bluegrass Parkway, Louisville KY 40299, United States DESCRIPTION: Insurance sales and consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
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