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3012 Eastpoint Parkway, Louisville, KY 40223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
| IN | RA | APPROVED | 2023-03-01 |
Branch Locations
3012 Eastpoint Parkway, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Lexington | KY | 06/2015 | 06/2017 |
| Thrivent Investment Managment Inc | Louisville | KY | 06/2017 | 05/2019 |
| Thrivent Financial | Appleton | WI | 06/2017 | 10/2017 |
| Thrivent Financial | Appleton | WI | 10/2017 | 05/2019 |
| Ifp Securities, Llc | Louisville | KY | 06/2019 | 04/2023 |
| Independent Financial Partners | Louisville | KY | 06/2019 | 12/2022 |
| Family Wealth Planning Partners | Loiusville | KY | 12/2022 | Present |
| Fwpp Insurance Llc | Louisville | KY | 06/2023 | Present |
6/2023 - FWPP Insurance LLC; Investment Related; 9200 Shelbyville Road, Ste 103, Louisville, KY 40222; Insurance services, 40+ hrs/week contemporaneous with providing advice through FWPP . FWPP Insurance LLC is licensed with the state of KY and is approved to write insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-30 |
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