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Current Employers
Retirement Planning Solutions, Llc

3432 Stony Spring Circle, Louisville, KY 40220 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2022-07-12
  • KY RA
    APPROVED
    Since 2022-07-12

Branch Locations

3432 Stony Spring Circle, Louisville, KY 40220 • 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
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
  • 05/2020 → 05/2022
    Indiana State University
    Terre Haute, IN
  • 07/2017 → 05/2020
    Purdue University
    Lafayette, IN
  • 09/2013 → 06/2017
    Trinity High School
    Louisville, KY
  • 02/2022 → Present
    Louisville, KY
  • 08/2023 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
Other Businesses

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”

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-09
S65 Uniform Investment Adviser Law Examination 2022-07-12
  • S63 Uniform Securities Agent State Law Examination
    2024-02-09
  • S65 Uniform Investment Adviser Law Examination
    2022-07-12
Designations

View on SEC IAPD

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