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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-22 |
| IL | RA | APPROVED | 2022-06-06 |
| FL | RA | APPROVED | 2022-02-11 |
| NC | RA | APPROVED | 2022-02-10 |
| IN | RA | APPROVED | 2021-06-11 |
| SC | RA | APPROVED | 2019-05-31 |
| OH | RA | APPROVED | 2018-09-06 |
| WI | RA | APPROVED | 2018-06-06 |
| KY | RA | APPROVED | 2017-01-03 |
Branch Locations
119 S. Sherrin Ave. #110, Louisville, KY 40207 • United States
6020 East Fulton, Ada, MI 49301 • USA
119 S. Sherrin Ave #110, Louisville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commission Express | Louisville | KY | 04/2003 | Present |
| American Prosperity Group | Louisville | KY | 02/2009 | 12/2017 |
| Hillard Advisors, Llc | Louisville | KY | 02/2009 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 03/2014 | 12/2016 |
| Jefferson County Public Schools | Louisville | KY | 02/2012 | 05/2019 |
| Society For Financial Awareness (Sofa) | Louisville | KY | 03/2010 | Present |
| Hilliard Financial, Llc | Louisville | KY | 04/2003 | Present |
| Usa Financial Securities | Ada | MI | 01/2017 | Present |
| Everest Retirement Planners | Louisville | KY | 01/2018 | Present |
1) HILLIARD ADVISORS LLC/EVEREST RETIREMENT PLANNERS - 119 S. SHERRIN AVE #110 LOUISVILLE, KY 40207. START DATE 03/01/2009. OWNER AND LICENSED OPERATOR. FINANCIAL PLANNING, INVESTMENT AND INSURANCE RECOMMENDATIONS, PUBLIC SPEAKING, COMPLIANCE ADHERENCE. INVESTMENT RELATED. 30 HOUR PER MONTH DEVOTED TO BUSINESS. 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) HILLIARD ADVISORS LLC/EVEREST RETIREMENT PLANNERS - 119 S. SHERRIN AVE #110 LOUISVILLE, KY 40207. 03/01/2009. OWNER AND LICENSES OPERATOR. INVOLVES THE SALE OF INSURANCE RELATED PRODUCTS INCLUDING LIFE INSURANCE, LONG TERM CARE, FIXED AND FIXED INDEXED ANNUITIES. INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) HILLIARD FINANCIAL LLC/COMMISSION EXPRESS - 119 S. SHERRIN AVE #110 LOUISVILLE, KY 40207. START DATE 04/01/2003. OWNER. FACTOR REAL ESTATE COMMISSIONS FOR REAL ESTATE AGENTS. OVERSEE BUSINESS ACTIVITY RELATED TO BOOKKEEPING MARKETING AND ADVERTISING, PURCHASING AND REDEEMING RECEIVABLES. NOT INVESTMENT RELATED. 4 HOUR PER MONTH DEVOTED TO BUSINESS. 4 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-15 |
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