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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-18 |
| OH | RA | APPROVED | 2024-05-09 |
| CO | RA | APPROVED | 2024-02-07 |
| VA | RA | APPROVED | 2023-08-22 |
| TX | RA | APPROVED | 2022-05-31 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
12377 Merit Drive Suite 120, Dallas, TX 75251 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Innovative Health Insurance Design | Richmond | VA | 06/2005 | 12/2016 |
| Carlson Financial | Glen Allen | VA | 10/2017 | 09/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 05/2018 | 10/2018 |
| Wealthremedy Llc | Richmond | VA | 12/2016 | 12/2017 |
| Strategic Wealth Investment Group, Llc | Indianapolis | IN | 10/2018 | Present |
| Strategic Wealth Investment Group, Llc | Indianapolis | IN | 10/2018 | Present |
INSURANCE AGENT FOR CARLSON FINANCIAL/ THE BUSINESS IS INVESTMENT-RELATED/ CARLSON FINANCIAL 5207 HICKORY PARK DRIVE SUITE E GLEN ALLEN VA 23059/ FINANCIAL ADVISOR/ RELATIONSHIP STARTED 10/20/2017/ 30 HOURS A MONTH/ PROVIDE INSURANCE QUOTES FOR LIFE INSURANCE AND FIXED INDEXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-27 |
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