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125 S 6Th Street Ste 301, Louisville, KY 40202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2023-10-19 |
| LA | RA | APPROVED | 2023-09-06 |
| WV | RA | APPROVED | 2023-04-12 |
Branch Locations
125 S 6Th Street Ste 301, Louisville, KY 40202 • United States
Louisville, KY • United States
125 S 6Th Street Suite 301, Louisville, KY 40202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hot Springs | AR | 10/2015 | 02/2017 |
| Wilkerson Financial Dba Commonwealth Financial Network | Frankfort | KY | 04/2017 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | 05/2018 |
| Ameriprise Financial Services, Inc | Louisville | KY | 07/2018 | 03/2021 |
| Plentiful Wealth Llc | Ashland | KY | 12/2020 | Present |
| Render Capital, Llc | Louisville | KY | 11/2022 | 12/2023 |
1. Podcast; Two Glasses of Bourbon is a podcast which focuses on conversations dealing with Kentucky history and culture; Founder / Host; Louisville, KY 40204; Not Investment Related; Aug 2020; 1-9 hours per month; 0 during trading hours. // 2. Faithful Steward Press; not investment related; Louisville, KY; Book and course related items; Owner; 05/2026; 5 hours a week, none during trading hours. // 3. Tavern Rock Systems Inc; not investment related; Louisville, KY; defense research; Owner; 05/2026; 5 hours a week, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-21 |
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