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9850 Von Allmen Ct. Ste. 201, Louisville, KY 40241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-02 |
Branch Locations
9850 Von Allmen Ct. Ste. 201, Louisville, KY 40241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coats Financial Planning, Inc. | Louisville | KY | 06/2010 | 07/2018 |
| Clark Financial Planning | Louisville | KY | 01/2018 | Present |
| Couple To Couple League International, Inc | Cincinnati | OH | 08/2018 | Present |
Mr. Clark has an unpaid volunteer position on the board of Couple to Couple League International, Inc. Board activities are done over 4 weekend meetings a year (averaging 4-6 hours a month). This work includes his unpaid positions as Treasurer and head of the Finance Committee. This time does not overlap with trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
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