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3012 Eastpoint Parkway, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-01 |
| KY | RA | APPROVED | 2022-12-22 |
Branch Locations
3012 Eastpoint Parkway, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferson National Securities Corporation | Louisville | KY | 04/2008 | 08/2019 |
| Jefferson National Financial Corporation | Louisville | KY | 04/2008 | 08/2019 |
| Nationwide Investment Services Corporation | Louisville | KY | 01/2019 | 08/2019 |
| Ifp Securities, Llc | Tampa | FL | 08/2019 | 04/2023 |
| Independent Financial Partners | Tampa | FL | 08/2019 | 04/2023 |
| Family Wealth Planning Partners | Louisville | KY | 12/2022 | Present |
| Fwpp Insurance Llc | Louisville | KY | 06/2023 | Present |
6/2023 - FWPP Insurance LLC; Investment Related; 9200 Shelbyville Road, Ste 103, Louisville, KY 40222; Insurance services, 40+ hrs/week contemporaneous with providing advice through FWPP . FWPP Insurance LLC is licensed with the state of KY and is approved to write insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-25 |
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