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Luann Driscoll

Research & Portfolio Management

Crescent Springs, KY

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Current Employers
Research & Portfolio Management

634 Buttermilk Pike, Crescent Springs, KY 41017-1302 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-01
OH RA APPROVED 2011-11-21
  • KY RA
    APPROVED
    Since 2025-01-01
  • OH RA
    APPROVED
    Since 2011-11-21

Branch Locations

634 Buttermilk Pike, Crescent Springs, KY 41017-1302 • 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
Mcw Financial, Inc. D/B/A Research & Portfolio Management Crescent Springs KY 08/2011 Present
American Equity Investment Corp New Albany IN 11/2013 09/2019
  • 08/2011 → Present
    Mcw Financial, Inc. D/B/A Research & Portfolio Management
    Crescent Springs, KY
  • 11/2013 → 09/2019
    American Equity Investment Corp
    New Albany, IN
Previous Registrations
  • 2009-04-17 → 2011-11-25
    Cantella & Co., Inc.
    Crescent Springs, KY
  • 2009-01-02 → 2009-04-22
    Raymond James Financial Services Advisors, Inc
    Saint Petersburg, FL
  • 2002-06-11 → 2009-01-02
    Raymond James Financial Services, Inc.
    Crescent Springs, KY
    Crescent Springs, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-04
S63 Uniform Securities Agent State Law Examination 1997-09-19
  • S65 Uniform Investment Adviser Law Examination
    2013-12-04
  • S63 Uniform Securities Agent State Law Examination
    1997-09-19
Other Names
  • Luann Salvatore

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VALMARK ADVISERS, INC.
LPL ENTERPRISE, LLC
HORAN WEALTH, LLC

Other Investors

Daniel Schwartz
Craig Neltner
THOMAS CHRISTOPHER DILLON
EDWARD JOSEPH BOSCH
RANDALL J. RAWE
ERIC RANDALL RAWE
Carole Lucinda Cottingham
Charles Schank

Other Offices

FIFTH THIRD SECURITIES, INC. · CRESCENT SPRINGS, KY
INDEPENDENT FINANCIAL PARTNERS · Crescent Springs, KY
COMMONWEALTH FINANCIAL NETWORK · Crescent Springs, KY
EDWARD JONES · CRESCENT SPRINGS, KY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CRESCENT SPRINGS, KY
INDEPENDENT FINANCIAL PARTNERS · Crescent Springs, KY
EDWARD JONES · FORT MITCHELL, KY
VALMARK ADVISERS, INC. · Fort Mitchell, KY

More in Crescent Springs, KY

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