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9100 Shelbyville Rd. Suite 150, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| IN | RA | APPROVED | 2017-02-07 |
Branch Locations
9100 Shelbyville Rd. Suite 150, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercurio Wealth Management | Louisville | KY | 01/2017 | 05/2022 |
| Global Financial Private Capital, Llc | Sarasota | FL | 10/2014 | 06/2017 |
| Mercurio Wealth Advisors | Louisville | KY | 06/2022 | Present |
| Mercurio Wealth Advisors | Louisville | KY | 10/2013 | Present |
Mercurio Insurance Services; investment related: Yes; Location of the business: 9100 Shelbyville Road, Suite 150 Louisville KY 40222 ; Description of the business: Mercurio Insurance Services is the Insurance agency that all Advisors under the RIA are licensed to. Alan, Troy, Andy and Nick are all licensed under Mercurio Insurance Services to sell insurance products. ; Position Title: N/A; Responsibilities Duties: N/A; Start date with business: 2017-03-24; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-28 |
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