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3432 Stony Spring Circle, Louisville, KY 40220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-07-12 |
Branch Locations
3432 Stony Spring Circle, Louisville, KY 40220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana State University | Terre Haute | IN | 05/2020 | 05/2022 |
| Purdue University | Lafayette | IN | 07/2017 | 05/2020 |
| Trinity High School | Louisville | KY | 09/2013 | 06/2017 |
| Retirement Planning Solutions, Llc | Louisville | KY | 02/2022 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 08/2023 | Present |
1.) Silver Oak Securities, Inc.; Investment-Related; 403 North Pkwy. #200, Jackson, TN 38305; Broker-Dealer; Investment Adviser Representative; Start Date: 08/2023; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Commission Products 2.) Life Insurance Agent for Various Companies; Investment-Related; Doing Business at Registered Office; Agent; Start Date: 1/2023; 16 hours devoted monthly; 16 hours devoted monthly during trading hours; Recommending and writing life insurance policies 3.) Ellison Capital Holdings, LLC, Is Not Investment Related," 7401 Diehl Ct, Louisville, KY, 40220, United States", Operational overview, 5 hours per month, 0 hours per month during trading hours, No Compensation, Holding company for interest in Kovrent Hokdings LLC 3.) Kovrent Holdings LLC; Non Investment-Related; 3432 Stony Spring Circle, Louisville, KY, 40220, United States; Owner; Start Date: 05/15/2026; 5 hours devoted monthly; 0 hours devoted monthly during trading hours; “Looking for practice acquisition opportunities such as RIA and Tax”
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-12 |
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