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Tendai Kelly Charasika

Saling Wealth Advisors

Louisville, KY

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Current Employers
Saling Wealth Advisors

9750 Ormsby Station Road Suite 102, Louisville, KY 40223 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2020-08-04
  • KY RA
    APPROVED
    Since 2020-08-04

Branch Locations

9750 Ormsby Station Road Suite 102, Louisville, KY 40223 • 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
Saling Wealth Advisors Louisville KY 01/2020 Present
Superfanu, Inc Louisville KY 07/2014 10/2020
Saling Wealth Advisors Louisville KY 07/2020 Present
Other Businesses

(1) NAME: University of Louisville College of Business Board of Advisors; INVESTMENT-RELATED: No; ADDRESS: 110 Brandeis Ave, Louisville KY 40216; NATURE: Provides counsel to the Dean, serve as ambassadors, advocate for college's mission; POSITION/TITLE: Board Member; START DATE: 08/01/2020; APPROX HRS/MO: 2; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Attend 2 in person meetings per year, participate on subcommittee meetings that advise the Dean. (2) NAME: University of Louisville Office of Research and Innovation; INVESTMENT-RELATED: No; ADDRESS: Office of Research and Innovation, University of Louisville, Univ of Louisville KY 40202; NATURE: Supports University invention; POSITION: Entrepreneur-in-Residence; TITLE: Consultant; START DATE: 01/01/2020; APPROX HRS/MO: 16; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Guide research-backed inventions to market by coaching, guidance, mentorship, etc. (3) NAME: Saint Xavier High School Alumni Board of Advisors; INVESTMENT-RELATED: No; ADDRESS: 1609 Poplar Level Rd, Louisville KY 40217; NATURE: Private Catholic high school; POSITION/TITLE: Member, Alumni Board; START DATE: 01/01/2020; APPROX HRS/MO: 3; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Attend board meetings, provide advice. (4) NAME: Young Professionals of Louisville Advisory Council; INVESTMENT-RELATED: No; ADDRESS: 614 W Main St, Ste 6000, Louisville KY 40202; NATURE: Philanthropic; POSITION/TITLE: Member, Advisory Council; START DATE: 08/01/2020; APPROX HRS/MO: 3; NUMBER OF HRS DURING TRADING HRS: 0; DUTIES: Attend advisory council meetings, mentor young professionals, serve on subcommittees. (5) NAME: Invest Louisville Committee Member for the Community Foundation of Louisville; INVESTMENT-RELATED: No; NATURE: Philanthropic; POSITION/TITLE: Member; START DATE: April 2024; APPROX HRS/MO: 1.5; NUMBER OF HRS DURING TRADING HRS: 0; COMPENSATION: None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-27
  • S65 Uniform Investment Adviser Law Examination
    2020-07-27
Designations
Other Names
  • Tendai Charasika

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