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Current Employers
Churchill Financial Advisors, Llc

312 Whittington Parkway Suite 201, Louisville, KY 40222-4925 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-07-16
WI RA APPROVED 2025-05-07
FL RA APPROVED 2025-02-18
DC RA APPROVED 2025-02-06
OH RA APPROVED 2025-01-29
GA RA APPROVED 2025-01-28
LA RA APPROVED 2025-01-28
AL RA APPROVED 2025-01-22
AR RA APPROVED 2025-01-22
DE RA APPROVED 2025-01-22
IL RA APPROVED 2025-01-22
IN RA APPROVED 2025-01-22
KY RA APPROVED 2025-01-22
NE RA APPROVED 2025-01-22
NC RA APPROVED 2025-01-22
OK RA APPROVED 2025-01-22
TX RA APPROVED 2025-01-22
  • NM RA
    APPROVED
    Since 2025-07-16
  • WI RA
    APPROVED
    Since 2025-05-07
  • FL RA
    APPROVED
    Since 2025-02-18
  • DC RA
    APPROVED
    Since 2025-02-06
  • OH RA
    APPROVED
    Since 2025-01-29
  • GA RA
    APPROVED
    Since 2025-01-28
  • LA RA
    APPROVED
    Since 2025-01-28
  • AL RA
    APPROVED
    Since 2025-01-22
  • AR RA
    APPROVED
    Since 2025-01-22
  • DE RA
    APPROVED
    Since 2025-01-22
  • IL RA
    APPROVED
    Since 2025-01-22
  • IN RA
    APPROVED
    Since 2025-01-22
  • KY RA
    APPROVED
    Since 2025-01-22
  • NE RA
    APPROVED
    Since 2025-01-22
  • NC RA
    APPROVED
    Since 2025-01-22
  • OK RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED
    Since 2025-01-22

Branch Locations

312 Whittington Parkway Suite 201, Louisville, KY 40222-4925 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Churchill Financial Louisville KY 06/2010 Present
Churchill Financial Advisors, Llc Louisville KY 01/2025 Present
Other Businesses

Name: Churchill Financial Advisors, LLC; Investment Related: Yes; Address: 312 Whittington Parkway, Ste. 201, Louisville, KY 40222; Nature of business: Investment Management; Title/Position: VP of Investments & Operations; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Managing investment related activities and client services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-22
S63 Uniform Securities Agent State Law Examination 2010-11-18
  • S65 Uniform Investment Adviser Law Examination
    2010-12-22
  • S63 Uniform Securities Agent State Law Examination
    2010-11-18
Designations

View on SEC IAPD

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