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Jack Kelly Wilson

Centerline Wealth Advisors, LLC

Louisville, KY

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Current Employers
Centerline Wealth Advisors, Llc

10200 Forest Green Blvd. Suite 306, Louisville, KY 40223 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-25
  • KY RA
    APPROVED
    Since 2025-03-25

Branch Locations

10200 Forest Green Blvd. Suite 306, 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
Student Western Kentucky University Bowling Green KY 01/2010 05/2021
New York Life Louisville KY 06/2021 01/2025
New York Life Securities Llc Louisville KY 12/2021 01/2025
Centerline Wealth Advisors, Llc Louisville KY 01/2025 Present
  • 01/2010 → 05/2021
    Student Western Kentucky University
    Bowling Green, KY
  • 06/2021 → 01/2025
    New York Life
    Louisville, KY
  • 12/2021 → 01/2025
    New York Life Securities Llc
    Louisville, KY
  • 01/2025 → Present
    Centerline Wealth Advisors, Llc
    Louisville, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
S63 Uniform Securities Agent State Law Examination 2022-02-09
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25
  • S63 Uniform Securities Agent State Law Examination
    2022-02-09
Designations

View on SEC IAPD

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