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10515 Meeting Street Suite 101, Prospect, KY 40059 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| KY | RA | APPROVED | 2025-01-03 |
| IN | RA | APPROVED | 2024-03-01 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
10515 Meeting Street Suite 101, Prospect, KY 40059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Louisville | KY | 01/2013 | 03/2018 |
| Jpmorgan Chase Bank | Louisville | KY | 04/2011 | 03/2018 |
| Meridian Wealth Management Llc | Lexington | KY | 03/2018 | 08/2020 |
| Blvd Private Wealth, Llc | Prospect | KY | 08/2020 | Present |
1. EDWARD ELAINE, LLC; LEXINGTON/KY; DIRECTOR, AGENT; START DATE: 11/2014; BUILDING LEASE TO BLVD.; INVESTMENT RELATED; DEVOTE ABOUT 2 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE 2. EDWARD ELAINE WEALTH MANAGEMENT, LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 02/2018; FOR BUSINESS TAX PURPOSES OF NON-OPERATING INVESTMENT ADVISORY BUSINESS THAT HAS NO CLIENT ACCOUNTS NOR DOES IT OFFER ADVISORY SERVICES; INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ACCOUNTING FOR MONTHLY INCOME AND EXPENSES. 3. CHRIS BRADY; INDEPENDENT INSURANCE AGENT; START DATE: 10/01/2020; INVESTMENT-RELATED; LOCATION : 10515 MEETING ST SUITE 101 PROSPECT, KY 40059; DESCRIPTION OF THE BUSINESS: INSURANCE BROKER AS PART OF CLIENT FINANCIAL PLANNING; POSITION TITLE: OWNER; RESPONSIBILITIES DUTIES: TAKE INSURANCE APPLICATIONS, WORK WITH CLIENTS TO COMPLETE REQUIREMENTS; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2. 4. LEGACY TOBACCONIST; CONSULTANT; NOT INVESTMENT RELATED; LOCATION: 2903 BOXHILL CT PROSPECT KY 40059; DESCRIPTION: NON-COMPENSATED CONSULTING ROLE WITH A GROUP OF OPERATORS OF A RETAIL TOBACCONIST.; RESPONSIBILITIES: ADVISING ON BUSINESS DECISION AND FILING SUPPORT; START DATE: 2025-02-01; 2 HOURS PER MONTH DURING TRADING HOURS; 4 HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS. 5. Fellowship Sticks; Member; Investment Related: No; Location: 714 Lyndon Ln Louisville KY 40222; Description: Tobacco Distributorship; Start date: 2026-02-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0. 6. Oxmoor Smoke Shoppe; Member; Investment Related: No; Location: 7900 Shelbyville Rd Louisville KY 40222; Description: Retail Tobacconist; Start date: 2026-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-22 |
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