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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-06-12 |
Branch Locations
9850 Von Allmen Court Suite 201, Louisville, KY 40241 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Louisville | KY | 10/2015 | 01/2017 |
| International Assets Advisory, Llc | Louisville | KY | 02/2017 | 05/2025 |
| Rich Wealth Management | Louisville | KY | 02/2018 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 05/2025 | Present |
1. Rich Wealth Management, LLC - Fixed Insurance Sales - 05/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 9850 Von Allmen Court, Ste. 201, Louisville, KY 40241. This will encompass approximately 20% of business hours. 2. Rich Wealth Management, LLC - Owner/President - 02/2018 - present - Investment Related- Servicing of clients for investment advisory services - 9850 Von Allmen Court, Ste. 201, Louisville, KY 40241. This will encompass approximately 80% of business hours. 3) FREELANCE VIDEO EDITOR 9317 SPRINGBROOKE CIRCLE, LOUISVILLE, KY 40241 - VIDEO PRODUCTION AND EDITING - SOLE PROPRIETOR SINCE 10/2018 - APPROX 8 HRS/MO - PROJECT BASED COMPENSATION - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-31 |
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