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4360 Brownsboro Road Ste .101, Louisville, KY 40207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-10 |
Branch Locations
4360 Brownsboro Road Ste .101, Louisville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | 10/2018 |
| Access Wealth Management, Inc. | Louisville | KY | 09/2009 | Present |
| Private Client Services | Louisville | KY | 10/2018 | Present |
| Access Wealth Management, Llc | Louisville | KY | 02/2026 | Present |
1) ACCESS FAMILY OFFICE SERVICES. 4360 BROWNSBORO RD, STE 101, LOUISVILLE, KY 40207. FAMILY OFFICE SERVICES TO RIA CLIENTS. BOOK KEEPING, BILL PMT, TAX SERVICES. 160 HOURS/MO; 160 DURING TRADING HOURS. 2) ACCESS WEALTH MANAGEMENT. 4360 BROWNSBORO RD, #101. WEALTH MANAGEMENT FIRM. LEAD SERVICE ADVISOR. 160 HOURS/MO; 160 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-17 |
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