Best Investors
Account
Sign in
Best Investors
Account
Sign in
Dmlo Wealth Planning, LLC CRD 316202
$30.4M regulatory AUM 45 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-06-08 |
| KY | RA | APPROVED | 2022-06-07 |
Branch Locations
2020 High Wickham Place Suite 200, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deming, Malone, Livesay & Ostroff, P.S.C. (Dba "Dmlo Cpas") | Louisville | KY | 02/1996 | Present |
| Dmlo Wealth Management Llc | Louisville | KY | 07/2021 | Present |
1. Deming, Malone, Livesay & Ostroff, P.S.C. (dba "DMLO CPAs") 2. Not investment related 3. 9300 Shelbyville Road, Suite 1100, Louisville, KY 40222 4. CPA firm 5. President & CEO 6. February 1996 7. 160 hours per month 8. 128 hours per month during trading hours 9. Overall management and strategic direction, CPA and business advisor, tax planning and compliance services, business valuations, litigation support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-09 |
Reach out to this advisor