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2011 Lake Point Way Suite 001, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED | 2024-01-04 |
Branch Locations
2011 Lake Point Way Suite 001, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unified Trust Company | Louisville | KY | 08/2012 | 05/2017 |
| Inspire | Louisville | KY | 07/2017 | 02/2019 |
| First Bankers Trust Co. | Louisville | KY | 05/2017 | 12/2019 |
| Inspire Advisors, Llc | Louisville | KY | 02/2019 | 10/2019 |
| Context Financial Llc | Louisville | KY | 08/2019 | 08/2022 |
| Commonwealth Bank And Trust | Louisville | KY | 01/2020 | 08/2022 |
| American United Life | Louisville | KY | 02/2022 | Present |
| Oneamerica Securities | Louisville | KY | 08/2022 | 12/2023 |
| Castellan Group | Louisville | KY | 01/2024 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Consultant: Ashley Rountree - nonprofit organization consultants One Impact Financial; Investment related; President and owner; October 2023; Louisville, Ky; 20 hours per month investment model and financial planning Thompson & Associates; Not investment related; 2016; Seymour or Greenfield, Indiana, 16 hours per month estate planning and education for donors of non-profits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-06 |
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