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Newport, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-05-22 |
| OH | RA | APPROVED | 2023-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Lexington | KY | 03/2020 | 02/2021 |
| United Postal Service | Lexington | KY | 07/2015 | 10/2020 |
| Spectrum Financial Alliance | Lexington | KY | 04/2019 | 07/2019 |
| University Of Kentucky | Lexington | KY | 08/2015 | 04/2020 |
| Bankers Life Securities General Agency Inc. | Lexington | KY | 09/2020 | 02/2021 |
| Touchstone Securities, Inc. | Cincinnati | OH | 03/2021 | 11/2022 |
| Lively Financial Llc | Newport | KY | 12/2022 | Present |
| Bankers Life Advisory Services, Inc. | Lexington | KY | 09/2020 | 02/2021 |
| Ruby Tuesday | Sharonville | OH | 12/2023 | 03/2024 |
| Yard House | Cincinnati | OH | 03/2024 | 01/2025 |
| Intuit | Newport | KY | 02/2025 | Present |
Although Chad William Lively has an active insurance license, he will not offer insurance products to clients in order to avoid potential conflicts of interest related to the sales of insurance products. Chad William Lively is a Tax Expert at Intuit. Investment related: No; Description of the business: Tax Support; Start date with business: 2025-02-24.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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