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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2014-04-01 |
Branch Locations
4229 Bardstown Road, Suite 329, Louisville, KY 40218-3241 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crosswalk Wealth | Louisville | KY | 03/2014 | Present |
| Ausdal Financial Partners | Davenport | IA | 03/2014 | Present |
1) LEGACY VOLLEYBALL CLUB; NOT INVESTMENT RELATED; LOUISVILLE, KY; VOLLEYBALL CLUB; DIRECTOR; APPROX 10 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS; PROVIDE VOLLEYBALL PLAYERS WITH ENHANCED TRAINING. 2) CROSSWALK WEALTH MANAGEMENT (DBA); LOUSIVILLE, KY; FINANCIAL PLANNING, SALE OF INSURANCE PRODUCTS 3) CROSSWALK WEALTH MANAGEMENT; INVESTMENT RELATED; LOUISVILLE, KY; INSURANCE SALES; AGENT; ACTIVITY BEGAN 01/2010; I DEVOTE APPX 40 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; INCORPORATE INSURANCE PRODUCTS INTO FINANCIAL PLANS FOR CLIENTS WHERE NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
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